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 5-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 | $10,933 | $227,553-95.2% | $189,557-94.2% | $167,490-93.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | -62.49% | 78.40%-140.9pp | 64.17%-126.7pp | 478.56%-541.0pp |
| Employer contribution / active EE | $1,692 | $5,316-68.2% | $4,412-61.6% | $4,837-65.0% |
| Participant deferral / active EE | $8,199 | $7,002+17.1% | $6,174+32.8% | $6,341+29.3% |
| Admin fee / account holder | $6,132 | $11,878-48.4% | $9,807-37.5% | $12,309-50.2% |