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 | $3,263 | $92,703-96.5% | $82,719-96.1% | $134,475-97.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -28.26% | 944.92%-973.2pp | 701.18%-729.4pp | 417.96%-446.2pp |
| Employer contribution / active EE | $1,461 | $3,274-55.4% | $3,009-51.4% | $4,740-69.2% |
| Participant deferral / active EE | $1,647 | $4,802-65.7% | $4,395-62.5% | $6,400-74.3% |
| Admin fee / account holder | $946 | $5,983-84.2% | $5,329-82.2% | $11,426-91.7% |