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 3-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 | $7,416 | $99,652-92.6% | $78,778-90.6% | $147,584-95.0% |
| Participation rate | 84.6% | 76.2%+8.4pp | 69.2%+15.4pp | 82.8%+1.8pp |
| Annual return | -68.45% | 47.28%-115.7pp | 35.62%-104.1pp | 578.55%-647.0pp |
| Employer contribution / active EE | $3,499 | $2,796+25.2% | $1,986+76.2% | $4,876-28.2% |
| Participant deferral / active EE | $3,471 | $3,664-5.3% | $2,958+17.3% | $5,439-36.2% |
| Admin fee / account holder | $2,562 | $7,155-64.2% | $5,134-50.1% | $10,885-76.5% |