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 3-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 | $4,097 | $90,348-95.5% | $75,972-94.6% | $145,922-97.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | -8.81% | 620.88%-629.7pp | 359.55%-368.4pp | 561.29%-570.1pp |
| Employer contribution / active EE | $1,206 | $3,311-63.6% | $2,685-55.1% | $4,660-74.1% |
| Participant deferral / active EE | $1,315 | $5,162-74.5% | $4,255-69.1% | $6,688-80.3% |
| Admin fee / account holder | $3,439 | $8,467-59.4% | $6,467-46.8% | $13,397-74.3% |