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 9-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 | $16,689 | $87,733-81.0% | $106,548-84.3% | $85,850-80.6% |
| Participation rate | 97.3% | 71.9%+25.4pp | 76.1%+21.2pp | 69.3%+28.0pp |
| Annual return | -48.11% | 21.86%-70.0pp | 26.80%-74.9pp | 318.53%-366.6pp |
| Employer contribution / active EE | $1,562 | $2,073-24.6% | $2,819-44.6% | $2,565-39.1% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,342 | $6,767-80.2% | $7,407-81.9% | $6,260-78.6% |