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 | $3,225 | $95,971-96.6% | $74,550-95.7% | $135,375-97.6% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -106.35% | 56.96%-163.3pp | 32.53%-138.9pp | 519.73%-626.1pp |
| Employer contribution / active EE | $866 | $2,716-68.1% | $1,961-55.8% | $4,779-81.9% |
| Participant deferral / active EE | $1,828 | $3,843-52.4% | $3,108-41.2% | $5,609-67.4% |
| Admin fee / account holder | $1,983 | $6,522-69.6% | $5,060-60.8% | $10,827-81.7% |