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 5-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 | $7,695 | $65,409-88.2% | $98,442-92.2% | $85,850-91.0% |
| Participation rate | 91.4% | 65.0%+26.4pp | 73.3%+18.1pp | 69.3%+22.1pp |
| Annual return | -81.39% | 21.76%-103.1pp | 1492.73%-1574.1pp | 318.53%-399.9pp |
| Employer contribution / active EE | $6,497 | $2,168+199.7% | $2,960+119.5% | $2,565+153.3% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,158 | $4,593-74.8% | $5,949-80.5% | $6,260-81.5% |