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 | $4,732 | $92,703-94.9% | $82,719-94.3% | $134,475-96.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.00% | 944.92%-966.9pp | 701.18%-723.2pp | 417.96%-440.0pp |
| Employer contribution / active EE | $4,126 | $3,274+26.0% | $3,009+37.1% | $4,740-12.9% |
| Participant deferral / active EE | $1,162 | $4,802-75.8% | $4,395-73.6% | $6,400-81.8% |
| Admin fee / account holder | $323 | $5,983-94.6% | $5,329-93.9% | $11,426-97.2% |