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 10-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 | $13,396 | $65,561-79.6% | $86,188-84.5% | $75,163-82.2% |
| Participation rate | 93.3% | 60.5%+32.8pp | 69.0%+24.4pp | 67.2%+26.1pp |
| Annual return | -0.00% | 46.05%-46.1pp | 1168.45%-1168.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,305 | $1,553+48.4% | $2,380-3.2% | $2,670-13.7% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,478 | $5,474-73.0% | $6,852-78.4% | $5,651-73.8% |