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 4-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 | $5,857 | $80,673-92.7% | $101,326-94.2% | $84,808-93.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | -106.55% | 38.95%-145.5pp | 36.82%-143.4pp | 40.90%-147.4pp |
| Employer contribution / active EE | $10,720 | $2,698+297.4% | $3,665+192.5% | $2,631+307.4% |
| Participant deferral / active EE | $0 | $6,840-100.0% | $7,994-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,896 | $12,784-61.7% | $11,185-56.2% | $7,344-33.3% |