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 7-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 | $1,145 | $72,277-98.4% | $101,248-98.9% | $79,858-98.6% |
| Participation rate | 97.7% | 68.5%+29.2pp | 75.8%+21.9pp | 69.6%+28.0pp |
| Annual return | -165.96% | 22.30%-188.3pp | 46.47%-212.4pp | 31.71%-197.7pp |
| Employer contribution / active EE | $17,668 | $2,692+556.4% | $3,660+382.8% | $2,471+615.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,928 | $4,400+34.7% | $5,945-0.3% | $5,306+11.7% |