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 9-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 | $12,219 | $71,050-82.8% | $93,606-86.9% | $80,856-84.9% |
| Participation rate | 95.0% | 60.4%+34.6pp | 68.7%+26.3pp | 67.6%+27.4pp |
| Annual return | -93.62% | 11.26%-104.9pp | 133.20%-226.8pp | 35.59%-129.2pp |
| Employer contribution / active EE | $15,765 | $1,564+908.2% | $2,420+551.5% | $2,755+472.3% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,054 | $6,945-56.0% | $8,285-63.1% | $6,918-55.9% |