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 | $727 | $108,919-99.3% | $100,391-99.3% | $145,922-99.5% |
| Participation rate | 94.7% | 82.9%+11.8pp | 81.5%+13.3pp | 80.3%+14.5pp |
| Annual return | -1077.01% | 57.88%-1134.9pp | 49.20%-1126.2pp | 561.29%-1638.3pp |
| Employer contribution / active EE | $18,339 | $4,419+315.0% | $3,942+365.3% | $4,660+293.6% |
| Participant deferral / active EE | $0 | $8,445-100.0% | $8,082-100.0% | $6,688-100.0% |
| Admin fee / account holder | $3,274 | $9,689-66.2% | $7,899-58.5% | $13,397-75.6% |