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 | $11,764 | $60,626-80.6% | $67,313-82.5% | - |
| Participation rate | 0.0% | 67.4%-67.4pp | 69.1%-69.1pp | - |
| Annual return | -9.76% | -11.72%+2.0pp | -4.08%-5.7pp | - |
| Employer contribution / active EE | $0 | $1,339-100.0% | $2,566-100.0% | - |
| Participant deferral / active EE | $0 | $2,381-100.0% | $3,568-100.0% | - |
| Admin fee / account holder | $1,905 | $2,248-15.3% | $4,507-57.7% | - |