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 | $3,000 | $88,594-96.6% | $70,092-95.7% | $134,475-97.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -89.70% | 442.67%-532.4pp | 190.73%-280.4pp | 417.96%-507.7pp |
| Employer contribution / active EE | $673 | $3,233-79.2% | $2,559-73.7% | $4,740-85.8% |
| Participant deferral / active EE | $2,606 | $4,772-45.4% | $3,849-32.3% | $6,400-59.3% |
| Admin fee / account holder | $2,735 | $10,441-73.8% | $6,267-56.4% | $11,426-76.1% |