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 | $1,337 | $72,492-98.2% | $87,100-98.5% | $72,985-98.2% |
| Participation rate | 98.2% | 72.8%+25.4pp | 76.9%+21.3pp | 69.5%+28.7pp |
| Annual return | -125.58% | 24.46%-150.0pp | 28.19%-153.8pp | 81.00%-206.6pp |
| Employer contribution / active EE | $7,938 | $1,894+319.1% | $2,521+214.8% | $2,440+225.3% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,816 | $5,055-44.3% | $7,497-62.4% | $5,124-45.1% |