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 | $7 | $214,378-100.0% | $200,582-100.0% | $142,382-100.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | -121.65% | 46.41%-168.1pp | 42.33%-164.0pp | 217.08%-338.7pp |
| Employer contribution / active EE | $3,987 | $6,841-41.7% | $6,419-37.9% | $4,299-7.3% |
| Participant deferral / active EE | $7,753 | $9,865-21.4% | $9,331-16.9% | $6,507+19.1% |
| Admin fee / account holder | $940 | $17,692-94.7% | $16,305-94.2% | $12,624-92.6% |