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 | $13,358 | $52,681-74.6% | $75,781-82.4% | $59,632-77.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -93.81% | 2.95%-96.8pp | 9.68%-103.5pp | 2041.28%-2135.1pp |
| Employer contribution / active EE | $13,674 | $2,193+523.4% | $3,323+311.5% | $2,203+520.8% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,152 | $3,610+15.0% | $5,299-21.6% | $4,297-3.4% |