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 | $471 | $132,634-99.6% | $115,768-99.6% | $137,256-99.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | -43.13% | 160.70%-203.8pp | 100.46%-143.6pp | 220.34%-263.5pp |
| Employer contribution / active EE | $1,753 | $3,360-47.8% | $2,940-40.4% | $4,156-57.8% |
| Participant deferral / active EE | $2,922 | $5,619-48.0% | $4,917-40.6% | $6,407-54.4% |
| Admin fee / account holder | $5,427 | $15,028-63.9% | $12,439-56.4% | $12,270-55.8% |