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 | $16,591 | $127,065-86.9% | $113,168-85.3% | $142,382-88.3% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | -82.12% | 24.03%-106.1pp | 24.27%-106.4pp | 217.08%-299.2pp |
| Employer contribution / active EE | $3,946 | $3,442+14.6% | $2,975+32.6% | $4,299-8.2% |
| Participant deferral / active EE | $3,771 | $5,716-34.0% | $5,107-26.2% | $6,507-42.1% |
| Admin fee / account holder | $2,539 | $15,736-83.9% | $12,068-79.0% | $12,624-79.9% |