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 | $6,700 | $99,640-93.3% | $86,436-92.2% | $134,475-95.0% |
| Participation rate | 71.4% | 82.0%-10.6pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -23.32% | 6782.58%-6805.9pp | 4394.89%-4418.2pp | 417.96%-441.3pp |
| Employer contribution / active EE | $1,857 | $4,400-57.8% | $3,769-50.7% | $4,740-60.8% |
| Participant deferral / active EE | $3,822 | $7,246-47.3% | $6,952-45.0% | $6,400-40.3% |
| Admin fee / account holder | $1,416 | $8,371-83.1% | $6,731-79.0% | $11,426-87.6% |