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 | $4,199 | $78,705-94.7% | $117,854-96.4% | $70,131-94.0% |
| Participation rate | 85.7% | 73.2%+12.5pp | 79.7%+6.1pp | 69.5%+16.2pp |
| Annual return | -200.08% | 23.30%-223.4pp | 335.08%-535.2pp | 73.14%-273.2pp |
| Employer contribution / active EE | $7,890 | $2,223+254.9% | $3,786+108.4% | $2,342+236.8% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $496 | $5,065-90.2% | $8,020-93.8% | $4,645-89.3% |