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 | $6,819 | $69,977-90.3% | $108,579-93.7% | $62,891-89.2% |
| Participation rate | 72.2% | 72.9%-0.7pp | 79.6%-7.3pp | 69.3%+2.9pp |
| Annual return | -112.03% | 10.73%-122.8pp | -51.70%-60.3pp | 20.14%-132.2pp |
| Employer contribution / active EE | $10,304 | $2,135+382.6% | $3,758+174.2% | $2,281+351.7% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,693 | $5,076-27.3% | $7,645-51.7% | $4,296-14.0% |