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 | $4,644 | $54,350-91.5% | $82,719-94.4% | $68,494-93.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -42.44% | -13.67%-28.8pp | 701.18%-743.6pp | -7.84%-34.6pp |
| Employer contribution / active EE | $874 | $2,218-60.6% | $3,009-70.9% | $2,596-66.3% |
| Participant deferral / active EE | $1,063 | $3,246-67.3% | $4,395-75.8% | $4,027-73.6% |
| Admin fee / account holder | $1,380 | $4,395-68.6% | $5,329-74.1% | $5,403-74.5% |