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 6-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 | $7,939 | $185,200-95.7% | $142,863-94.4% | $167,490-95.3% |
| Participation rate | 0.0% | 78.4%-78.4pp | 71.9%-71.9pp | 82.1%-82.1pp |
| Annual return | -165.31% | 8555.70%-8721.0pp | 5637.54%-5802.9pp | 478.56%-643.9pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $3,837-100.0% | $6,341-100.0% |
| Admin fee / account holder | $5,204 | $8,031-35.2% | $6,560-20.7% | $12,309-57.7% |