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 9-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 | $4,274 | $95,971-95.5% | $74,550-94.3% | $135,375-96.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -44.28% | 56.96%-101.2pp | 32.53%-76.8pp | 519.73%-564.0pp |
| Employer contribution / active EE | $1,956 | $2,716-28.0% | $1,961-0.3% | $4,779-59.1% |
| Participant deferral / active EE | $2,967 | $3,843-22.8% | $3,108-4.5% | $5,609-47.1% |
| Admin fee / account holder | $341 | $6,522-94.8% | $5,060-93.3% | $10,827-96.9% |