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 6-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 | $70 | $106,890-99.9% | $84,015-99.9% | $152,861-100.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | -59.73% | 104.99%-164.7pp | 71.31%-131.0pp | 345.32%-405.0pp |
| Employer contribution / active EE | $607 | $2,734-77.8% | $1,983-69.4% | $4,762-87.3% |
| Participant deferral / active EE | $1,722 | $4,011-57.1% | $3,239-46.8% | $5,850-70.6% |
| Admin fee / account holder | $6,954 | $8,285-16.1% | $6,101+14.0% | $11,596-40.0% |