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 | $5,157 | $109,982-95.3% | $97,226-94.7% | $145,922-96.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -7.70% | 242.90%-250.6pp | 75.13%-82.8pp | 561.29%-569.0pp |
| Employer contribution / active EE | $1,290 | $3,084-58.2% | $2,729-52.7% | $4,660-72.3% |
| Participant deferral / active EE | $4,088 | $4,676-12.6% | $4,264-4.1% | $6,688-38.9% |
| Admin fee / account holder | $1,612 | $6,221-74.1% | $5,654-71.5% | $13,397-88.0% |