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 | $4,104 | $76,000-94.6% | $154,107-97.3% | $64,186-93.6% |
| Participation rate | 82.8% | 70.4%+12.4pp | 83.0%-0.2pp | 69.6%+13.2pp |
| Annual return | -12.14% | 30.32%-42.5pp | 735.12%-747.3pp | 7.63%-19.8pp |
| Employer contribution / active EE | $527 | $3,351-84.3% | $5,298-90.1% | $2,381-77.9% |
| Participant deferral / active EE | $1,622 | $3,175-48.9% | $5,081-68.1% | $3,470-53.2% |
| Admin fee / account holder | $502 | $5,596-91.0% | $13,411-96.3% | $4,888-89.7% |