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 8-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 | $6,700 | $138,044-95.1% | $125,339-94.7% | $134,475-95.0% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -21.56% | 750.33%-771.9pp | 572.05%-593.6pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,395 | $5,243-73.4% | $4,814-71.0% | $4,740-70.6% |
| Participant deferral / active EE | $2,848 | $7,799-63.5% | $7,446-61.7% | $6,400-55.5% |
| Admin fee / account holder | $539 | $11,571-95.3% | $10,010-94.6% | $11,426-95.3% |