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 | $13,242 | $138,044-90.4% | $125,339-89.4% | $134,475-90.2% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -37.21% | 750.33%-787.5pp | 572.05%-609.3pp | 417.96%-455.2pp |
| Employer contribution / active EE | $1,791 | $5,243-65.9% | $4,814-62.8% | $4,740-62.2% |
| Participant deferral / active EE | $4,987 | $7,799-36.1% | $7,446-33.0% | $6,400-22.1% |
| Admin fee / account holder | $395 | $11,571-96.6% | $10,010-96.1% | $11,426-96.5% |