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 7-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 | $840 | $69,977-98.8% | $108,579-99.2% | $62,891-98.7% |
| Participation rate | 92.0% | 72.9%+19.1pp | 79.6%+12.4pp | 69.3%+22.7pp |
| Annual return | -425.62% | 10.73%-436.3pp | -51.70%-373.9pp | 20.14%-445.8pp |
| Employer contribution / active EE | $9,716 | $2,135+355.1% | $3,758+158.5% | $2,281+326.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $846 | $5,076-83.3% | $7,645-88.9% | $4,296-80.3% |