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 8-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 | $30 | $117,983-100.0% | $101,794-100.0% | $142,382-100.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | -53.20% | 36.92%-90.1pp | 30.53%-83.7pp | 217.08%-270.3pp |
| Employer contribution / active EE | $1,040 | $2,773-62.5% | $2,289-54.6% | $4,299-75.8% |
| Participant deferral / active EE | $4,363 | $4,714-7.4% | $4,084+6.8% | $6,507-33.0% |
| Admin fee / account holder | $108,780 | $10,433+942.6% | $8,777+1139.4% | $12,624+761.7% |