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 | $450 | $29,660-98.5% | $56,411-99.2% | $80,856-99.4% |
| Participation rate | 80.9% | 41.6%+39.2pp | 52.5%+28.4pp | 67.6%+13.2pp |
| Annual return | -19.22% | 35.23%-54.5pp | 1701.33%-1720.6pp | 35.59%-54.8pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $294 | $1,226-76.0% | $1,952-84.9% | $4,296-93.1% |
| Admin fee / account holder | $372 | $2,428-84.7% | $2,829-86.9% | $6,918-94.6% |