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 8-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 | $3,417 | $93,024-96.3% | $77,024-95.6% | $134,475-97.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -24.87% | 62.60%-87.5pp | 42.32%-67.2pp | 417.96%-442.8pp |
| Employer contribution / active EE | $2,831 | $3,418-17.2% | $2,812+0.7% | $4,740-40.3% |
| Participant deferral / active EE | $1,911 | $5,238-63.5% | $4,426-56.8% | $6,400-70.1% |
| Admin fee / account holder | $542 | $6,944-92.2% | $5,425-90.0% | $11,426-95.3% |