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 | $7,228 | $99,640-92.7% | $86,436-91.6% | $134,475-94.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -21.64% | 6782.58%-6804.2pp | 4394.89%-4416.5pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,928 | $4,400-56.2% | $3,769-48.8% | $4,740-59.3% |
| Participant deferral / active EE | $2,842 | $7,246-60.8% | $6,952-59.1% | $6,400-55.6% |
| Admin fee / account holder | $579 | $8,371-93.1% | $6,731-91.4% | $11,426-94.9% |