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 | $2,326 | $93,024-97.5% | $77,024-97.0% | $134,475-98.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.04% | 62.60%-84.6pp | 42.32%-64.4pp | 417.96%-440.0pp |
| Employer contribution / active EE | $1,701 | $3,418-50.2% | $2,812-39.5% | $4,740-64.1% |
| Participant deferral / active EE | $1,774 | $5,238-66.1% | $4,426-59.9% | $6,400-72.3% |
| Admin fee / account holder | $840 | $6,944-87.9% | $5,425-84.5% | $11,426-92.6% |