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 | $6,371 | $90,600-93.0% | $79,464-92.0% | $135,375-95.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -27.92% | 977.43%-1005.4pp | 718.14%-746.1pp | 519.73%-547.7pp |
| Employer contribution / active EE | $656 | $3,068-78.6% | $2,800-76.6% | $4,779-86.3% |
| Participant deferral / active EE | $2,250 | $4,050-44.4% | $3,704-39.3% | $5,609-59.9% |
| Admin fee / account holder | $988 | $5,907-83.3% | $5,113-80.7% | $10,827-90.9% |