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 10-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 | $4,454 | $99,020-95.5% | $86,590-94.9% | $147,584-97.0% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | -10.00% | 1312.34%-1322.3pp | 964.84%-974.8pp | 578.55%-588.5pp |
| Employer contribution / active EE | $430 | $3,132-86.3% | $2,839-84.9% | $4,876-91.2% |
| Participant deferral / active EE | $2,082 | $3,972-47.6% | $3,609-42.3% | $5,439-61.7% |
| Admin fee / account holder | $1,469 | $5,710-74.3% | $4,906-70.1% | $10,885-86.5% |