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 8-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 | $13,353 | $72,492-81.6% | $87,100-84.7% | $72,985-81.7% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | -96.42% | 24.46%-120.9pp | 28.19%-124.6pp | 81.00%-177.4pp |
| Employer contribution / active EE | $12,806 | $1,894+576.2% | $2,521+407.9% | $2,440+424.9% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $10,992 | $5,055+117.4% | $7,497+46.6% | $5,124+114.5% |