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 | $4,785 | $92,703-94.8% | $82,719-94.2% | $134,475-96.4% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -34.08% | 944.92%-979.0pp | 701.18%-735.3pp | 417.96%-452.0pp |
| Employer contribution / active EE | $727 | $3,274-77.8% | $3,009-75.9% | $4,740-84.7% |
| Participant deferral / active EE | $2,318 | $4,802-51.7% | $4,395-47.3% | $6,400-63.8% |
| Admin fee / account holder | $341 | $5,983-94.3% | $5,329-93.6% | $11,426-97.0% |