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 6-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 | $9,401 | $190,805-95.1% | $159,960-94.1% | $134,475-93.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -58.23% | 552.23%-610.5pp | 408.60%-466.8pp | 417.96%-476.2pp |
| Employer contribution / active EE | $1,854 | $4,995-62.9% | $4,226-56.1% | $4,740-60.9% |
| Participant deferral / active EE | $7,703 | $6,923+11.3% | $6,182+24.6% | $6,400+20.4% |
| Admin fee / account holder | $4,439 | $10,471-57.6% | $8,698-49.0% | $11,426-61.2% |