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 5-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 | $7,495 | $167,307-95.5% | $143,757-94.8% | $134,475-94.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -81.87% | 0.46%-82.3pp | -0.04%-81.8pp | 417.96%-499.8pp |
| Employer contribution / active EE | $1,809 | $5,619-67.8% | $4,951-63.5% | $4,740-61.8% |
| Participant deferral / active EE | $5,444 | $6,446-15.5% | $5,637-3.4% | $6,400-14.9% |
| Admin fee / account holder | $4,885 | $18,088-73.0% | $14,673-66.7% | $11,426-57.2% |