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 | $6,822 | $86,929-92.2% | $102,423-93.3% | $80,856-91.6% |
| Participation rate | 91.5% | 72.4%+19.2pp | 76.5%+15.0pp | 67.6%+23.9pp |
| Annual return | -91.81% | 18.88%-110.7pp | 29.32%-121.1pp | 35.59%-127.4pp |
| Employer contribution / active EE | $6,442 | $2,369+171.9% | $3,023+113.1% | $2,755+133.9% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,615 | $8,049-42.7% | $9,451-51.2% | $6,918-33.3% |