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 4-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 | $2,992 | $96,635-96.9% | $86,612-96.5% | $139,434-97.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -14.15% | 106.41%-120.6pp | 591.07%-605.2pp | 372.94%-387.1pp |
| Employer contribution / active EE | $793 | $3,263-75.7% | $3,022-73.8% | $4,751-83.3% |
| Participant deferral / active EE | $1,938 | $4,836-59.9% | $4,438-56.3% | $6,710-71.1% |
| Admin fee / account holder | $446 | $6,408-93.0% | $5,614-92.0% | $11,403-96.1% |