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 9-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 | $3,855 | $32,117-88.0% | $71,086-94.6% | $64,186-94.0% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.7%+45.3pp | 69.6%+30.4pp |
| Annual return | -14.18% | -5.57%-8.6pp | 650.59%-664.8pp | 7.63%-21.8pp |
| Employer contribution / active EE | $950 | $712+33.4% | $1,088-12.7% | $2,381-60.1% |
| Participant deferral / active EE | $1,903 | $1,263+50.7% | $1,874+1.5% | $3,470-45.1% |
| Admin fee / account holder | $369 | $2,759-86.6% | $3,082-88.0% | $4,888-92.4% |