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 | $4,114 | $138,065-97.0% | $123,544-96.7% | $135,375-97.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.26% | 153.68%-162.9pp | 119.20%-128.5pp | 519.73%-529.0pp |
| Employer contribution / active EE | $4,863 | $5,151-5.6% | $4,628+5.1% | $4,779+1.8% |
| Participant deferral / active EE | $8,325 | $6,799+22.4% | $6,426+29.6% | $5,609+48.4% |
| Admin fee / account holder | $3,044 | $10,916-72.1% | $9,284-67.2% | $10,827-71.9% |