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 7-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 | $6,645 | $54,380-87.8% | $68,509-90.3% | $59,632-88.9% |
| Participation rate | 84.0% | 70.2%+13.8pp | 74.7%+9.3pp | 68.7%+15.3pp |
| Annual return | -2.48% | 2.83%-5.3pp | 8.27%-10.7pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,133 | $2,643+132.0% | $3,382+81.3% | $3,192+92.2% |
| Admin fee / account holder | $1,484 | $3,885-61.8% | $5,275-71.9% | $4,297-65.5% |