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 8-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 | $11,508 | $107,934-89.3% | $91,989-87.5% | $152,861-92.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | -39.09% | 89.24%-128.3pp | 69.02%-108.1pp | 345.32%-384.4pp |
| Employer contribution / active EE | $1,930 | $4,210-54.2% | $3,452-44.1% | $4,762-59.5% |
| Participant deferral / active EE | $4,824 | $6,364-24.2% | $5,923-18.6% | $5,850-17.5% |
| Admin fee / account holder | $4,801 | $10,520-54.4% | $7,743-38.0% | $11,596-58.6% |