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 | $5,878 | $92,985-93.7% | $153,485-96.2% | $80,856-92.7% |
| Participation rate | 70.2% | 69.0%+1.3pp | 77.1%-6.9pp | 67.6%+2.6pp |
| Annual return | -142.76% | 19.95%-162.7pp | 15.65%-158.4pp | 35.59%-178.4pp |
| Employer contribution / active EE | $15,421 | $3,507+339.7% | $5,039+206.1% | $2,755+459.8% |
| Participant deferral / active EE | $0 | $5,178-100.0% | $6,757-100.0% | $4,296-100.0% |
| Admin fee / account holder | $8,177 | $8,880-7.9% | $12,724-35.7% | $6,918+18.2% |