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 | $1,557 | $87,013-98.2% | $106,213-98.5% | $80,856-98.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | -80.17% | 17.05%-97.2pp | 116.14%-196.3pp | 35.59%-115.8pp |
| Employer contribution / active EE | $2,088 | $2,395-12.8% | $3,171-34.2% | $2,755-24.2% |
| Participant deferral / active EE | $7,743 | $3,986+94.3% | $5,016+54.4% | $4,296+80.2% |
| Admin fee / account holder | $25,105 | $8,431+197.8% | $11,033+127.5% | $6,918+262.9% |