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 | -$5,563 | $90,503-106.1% | $78,689-107.1% | $273,961-102.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -113.64% | 75.60%-189.2pp | 62.18%-175.8pp | 41.45%-155.1pp |
| Employer contribution / active EE | $844 | $3,176-73.4% | $2,851-70.4% | $4,869-82.7% |
| Participant deferral / active EE | $3,101 | $3,901-20.5% | $3,517-11.8% | $5,287-41.3% |
| Admin fee / account holder | $2,188 | $5,263-58.4% | $4,510-51.5% | $10,132-78.4% |