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 | $21,572 | $59,288-63.6% | $90,645-76.2% | - |
| Participation rate | 0.0% | 68.0%-68.0pp | 74.0%-74.0pp | - |
| Annual return | -6.64% | -2.02%-4.6pp | 1.88%-8.5pp | - |
| Employer contribution / active EE | $0 | $823-100.0% | $2,532-100.0% | - |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,425-100.0% | - |
| Admin fee / account holder | $2,066 | $10,676-80.6% | $4,994-58.6% | - |