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 | $1,802 | $88,594-98.0% | $70,092-97.4% | $134,475-98.7% |
| Participation rate | 85.7% | 74.9%+10.8pp | 70.5%+15.2pp | 81.2%+4.5pp |
| Annual return | -43.61% | 442.67%-486.3pp | 190.73%-234.3pp | 417.96%-461.6pp |
| Employer contribution / active EE | $2,195 | $3,233-32.1% | $2,559-14.2% | $4,740-53.7% |
| Participant deferral / active EE | $1,633 | $4,772-65.8% | $3,849-57.6% | $6,400-74.5% |
| Admin fee / account holder | $476 | $10,441-95.4% | $6,267-92.4% | $11,426-95.8% |