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 3-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 | $923 | $117,841-99.2% | $102,423-99.1% | $145,922-99.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -83.21% | 31.65%-114.9pp | 29.32%-112.5pp | 561.29%-644.5pp |
| Employer contribution / active EE | $2,310 | $3,615-36.1% | $3,023-23.6% | $4,660-50.4% |
| Participant deferral / active EE | $2,891 | $5,731-49.6% | $5,053-42.8% | $6,688-56.8% |
| Admin fee / account holder | $13,991 | $13,326+5.0% | $9,451+48.0% | $13,397+4.4% |