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 5-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 | $3,590 | $133,958-97.3% | $112,228-96.8% | $134,475-97.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -53.47% | 47.11%-100.6pp | 27.45%-80.9pp | 417.96%-471.4pp |
| Employer contribution / active EE | $954 | $4,038-76.4% | $3,635-73.8% | $4,740-79.9% |
| Participant deferral / active EE | $1,669 | $5,291-68.5% | $4,728-64.7% | $6,400-73.9% |
| Admin fee / account holder | $645 | $7,489-91.4% | $6,410-89.9% | $11,426-94.4% |