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 4-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 | $6,728 | $123,909-94.6% | $69,647-90.3% | $145,922-95.4% |
| Participation rate | 71.4% | 69.2%+2.2pp | 66.5%+5.0pp | 80.3%-8.8pp |
| Annual return | -60.88% | 190.55%-251.4pp | 100.48%-161.4pp | 561.29%-622.2pp |
| Employer contribution / active EE | $581 | $2,682-78.3% | $1,712-66.1% | $4,660-87.5% |
| Participant deferral / active EE | $755 | $4,236-82.2% | $2,886-73.9% | $6,688-88.7% |
| Admin fee / account holder | $719 | $7,863-90.9% | $4,713-84.7% | $13,397-94.6% |