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 | $4,284 | $57,541-92.6% | $95,745-95.5% | $75,163-94.3% |
| Participation rate | 87.9% | 62.5%+25.4pp | 72.3%+15.6pp | 67.2%+20.7pp |
| Annual return | -128.29% | 34.93%-163.2pp | 28.35%-156.6pp | 160.62%-288.9pp |
| Employer contribution / active EE | $4,892 | $1,808+170.6% | $2,835+72.6% | $2,670+83.2% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,245-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,254 | $4,099-20.6% | $5,678-42.7% | $5,651-42.4% |