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 | $744 | $149,040-99.5% | $120,225-99.4% | $137,256-99.5% |
| Participation rate | 73.7% | 75.4%-1.7pp | 69.6%+4.1pp | 80.0%-6.3pp |
| Annual return | 9.02% | 605.68%-596.7pp | 439.23%-430.2pp | 220.34%-211.3pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $414 | $4,655-91.1% | $3,999-89.6% | $6,407-93.5% |
| Admin fee / account holder | $662 | $6,348-89.6% | $5,696-88.4% | $12,270-94.6% |