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 10-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 | $9,722 | $43,327-77.6% | $59,878-83.8% | $64,186-84.9% |
| Participation rate | 86.2% | 69.2%+17.0pp | 74.7%+11.5pp | 69.6%+16.6pp |
| Annual return | -59.87% | -1.55%-58.3pp | 3.46%-63.3pp | 7.63%-67.5pp |
| Employer contribution / active EE | $8,458 | $2,028+317.0% | $2,722+210.8% | $2,381+255.2% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $898 | $3,005-70.1% | $3,590-75.0% | $4,888-81.6% |