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 | $14,058 | $83,908-83.2% | $68,509-79.5% | $125,391-88.8% |
| Participation rate | 94.7% | 78.2%+16.6pp | 74.7%+20.0pp | 83.2%+11.5pp |
| Annual return | -34.17% | 14.48%-48.6pp | 8.27%-42.4pp | 282.22%-316.4pp |
| Employer contribution / active EE | $4,987 | $3,031+64.5% | $2,278+118.9% | $4,866+2.5% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $833 | $8,982-90.7% | $5,275-84.2% | $9,540-91.3% |