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 | $12,912 | $72,277-82.1% | $101,248-87.2% | $79,858-83.8% |
| Participation rate | 97.4% | 68.5%+28.9pp | 75.8%+21.6pp | 69.6%+27.7pp |
| Annual return | -71.80% | 22.30%-94.1pp | 46.47%-118.3pp | 31.71%-103.5pp |
| Employer contribution / active EE | $10,083 | $2,692+274.6% | $3,660+175.5% | $2,471+308.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,606 | $4,400+27.4% | $5,945-5.7% | $5,306+5.6% |