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 | $4,270 | $102,317-95.8% | $146,958-97.1% | $80,856-94.7% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | -104.43% | 134.76%-239.2pp | 418.34%-522.8pp | 35.59%-140.0pp |
| Employer contribution / active EE | $3,419 | $3,713-7.9% | $4,933-30.7% | $2,755+24.1% |
| Participant deferral / active EE | $7,249 | $6,644+9.1% | $8,070-10.2% | $4,296+68.7% |
| Admin fee / account holder | $1,075 | $7,941-86.5% | $12,998-91.7% | $6,918-84.5% |