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 | $5,327 | $94,625-94.4% | $116,228-95.4% | $84,808-93.7% |
| Participation rate | 98.5% | 70.4%+28.0pp | 74.6%+23.9pp | 68.3%+30.2pp |
| Annual return | -95.71% | 20.40%-116.1pp | 90.06%-185.8pp | 40.90%-136.6pp |
| Employer contribution / active EE | $8,651 | $2,347+268.7% | $2,994+188.9% | $2,631+228.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,417 | $10,091-76.1% | $11,989-79.8% | $7,344-67.1% |