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 | $1,078 | $84,402-98.7% | $61,373-98.2% | $134,475-99.2% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -22.18% | 584.55%-606.7pp | 338.61%-360.8pp | 417.96%-440.1pp |
| Employer contribution / active EE | $944 | $1,544-38.9% | $1,159-18.6% | $4,740-80.1% |
| Participant deferral / active EE | $1,180 | $2,819-58.1% | $2,125-44.5% | $6,400-81.6% |
| Admin fee / account holder | $1,116 | $2,585-56.8% | $2,130-47.6% | $11,426-90.2% |