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 | $7,825 | $45,073-82.6% | $69,455-88.7% | $72,985-89.3% |
| Participation rate | 88.9% | 68.5%+20.4pp | 74.6%+14.3pp | 69.5%+19.4pp |
| Annual return | -68.75% | 22.65%-91.4pp | 28.97%-97.7pp | 81.00%-149.8pp |
| Employer contribution / active EE | $10,217 | $2,054+397.4% | $2,779+267.7% | $2,440+318.8% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $730 | $3,056-76.1% | $3,839-81.0% | $5,124-85.8% |