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 | $5,464 | $92,703-94.1% | $82,719-93.4% | $134,475-95.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.63% | 944.92%-966.6pp | 701.18%-722.8pp | 417.96%-439.6pp |
| Employer contribution / active EE | $991 | $3,274-69.7% | $3,009-67.1% | $4,740-79.1% |
| Participant deferral / active EE | $1,982 | $4,802-58.7% | $4,395-54.9% | $6,400-69.0% |
| Admin fee / account holder | $831 | $5,983-86.1% | $5,329-84.4% | $11,426-92.7% |