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 | $6,821 | $138,044-95.1% | $125,339-94.6% | $134,475-94.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -31.01% | 750.33%-781.3pp | 572.05%-603.1pp | 417.96%-449.0pp |
| Employer contribution / active EE | $1,985 | $5,243-62.1% | $4,814-58.8% | $4,740-58.1% |
| Participant deferral / active EE | $3,241 | $7,799-58.4% | $7,446-56.5% | $6,400-49.4% |
| Admin fee / account holder | $364 | $11,571-96.9% | $10,010-96.4% | $11,426-96.8% |