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 | $4,853 | $92,703-94.8% | $82,719-94.1% | $134,475-96.4% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -22.36% | 944.92%-967.3pp | 701.18%-723.5pp | 417.96%-440.3pp |
| Employer contribution / active EE | $1,421 | $3,274-56.6% | $3,009-52.8% | $4,740-70.0% |
| Participant deferral / active EE | $2,613 | $4,802-45.6% | $4,395-40.6% | $6,400-59.2% |
| Admin fee / account holder | $432 | $5,983-92.8% | $5,329-91.9% | $11,426-96.2% |