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 | $1,003 | $73,933-98.6% | $96,683-99.0% | $75,163-98.7% |
| Participation rate | 98.3% | 66.4%+31.9pp | 74.3%+23.9pp | 67.2%+31.1pp |
| Annual return | -95.80% | 26.70%-122.5pp | 35.69%-131.5pp | 160.62%-256.4pp |
| Employer contribution / active EE | $963 | $2,928-67.1% | $3,737-74.2% | $2,670-63.9% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $354 | $5,216-93.2% | $6,730-94.7% | $5,651-93.7% |