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 7-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 | $3,709 | $54,350-93.2% | $82,719-95.5% | $68,494-94.6% |
| Participation rate | 97.4% | 63.9%+33.5pp | 72.6%+24.8pp | 67.9%+29.5pp |
| Annual return | -38.88% | -13.67%-25.2pp | 701.18%-740.1pp | -7.84%-31.0pp |
| Employer contribution / active EE | $869 | $2,218-60.8% | $3,009-71.1% | $2,596-66.5% |
| Participant deferral / active EE | $991 | $3,246-69.5% | $4,395-77.4% | $4,027-75.4% |
| Admin fee / account holder | $756 | $4,395-82.8% | $5,329-85.8% | $5,403-86.0% |