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 6-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 | $6,141 | $65,409-90.6% | $98,442-93.8% | $85,850-92.8% |
| Participation rate | 89.1% | 65.0%+24.1pp | 73.3%+15.8pp | 69.3%+19.8pp |
| Annual return | -6.58% | 21.76%-28.3pp | 1492.73%-1499.3pp | 318.53%-325.1pp |
| Employer contribution / active EE | $827 | $2,168-61.9% | $2,960-72.1% | $2,565-67.8% |
| Participant deferral / active EE | $1,052 | $3,166-66.8% | $4,276-75.4% | $3,952-73.4% |
| Admin fee / account holder | $798 | $4,593-82.6% | $5,949-86.6% | $6,260-87.3% |