See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,963 | $100,852-92.1% | $90,404-91.2% | $158,922-95.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -254.62% | 1724.20%-1978.8pp | 1293.02%-1547.6pp | 302.83%-557.4pp |
| Employer contribution / active EE | $515 | $3,689-86.0% | $3,262-84.2% | $4,761-89.2% |
| Participant deferral / active EE | $15,431 | $4,348+254.9% | $3,963+289.4% | $5,982+158.0% |
| Admin fee / account holder | $3,800 | $6,501-41.6% | $5,611-32.3% | $11,246-66.2% |