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 | $12,080 | $86,929-86.1% | $102,423-88.2% | $80,856-85.1% |
| Participation rate | 98.0% | 72.4%+25.7pp | 76.5%+21.5pp | 67.6%+30.4pp |
| Annual return | -84.32% | 18.88%-103.2pp | 29.32%-113.6pp | 35.59%-119.9pp |
| Employer contribution / active EE | $8,658 | $2,369+265.4% | $3,023+186.4% | $2,755+214.3% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,934 | $8,049-76.0% | $9,451-79.5% | $6,918-72.1% |