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 | $6,286 | $92,703-93.2% | $82,719-92.4% | $134,475-95.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.69% | 944.92%-967.6pp | 701.18%-723.9pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,786 | $3,274-45.4% | $3,009-40.6% | $4,740-62.3% |
| Participant deferral / active EE | $3,139 | $4,802-34.6% | $4,395-28.6% | $6,400-50.9% |
| Admin fee / account holder | $1,145 | $5,983-80.9% | $5,329-78.5% | $11,426-90.0% |