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 | $6,731 | $90,600-92.6% | $79,464-91.5% | $135,375-95.0% |
| Participation rate | 72.7% | 76.0%-3.3pp | 73.3%-0.6pp | 82.6%-9.9pp |
| Annual return | -17.20% | 977.43%-994.6pp | 718.14%-735.3pp | 519.73%-536.9pp |
| Employer contribution / active EE | $409 | $3,068-86.7% | $2,800-85.4% | $4,779-91.4% |
| Participant deferral / active EE | $2,434 | $4,050-39.9% | $3,704-34.3% | $5,609-56.6% |
| Admin fee / account holder | $769 | $5,907-87.0% | $5,113-85.0% | $10,827-92.9% |