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 9-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 | $15,386 | $72,492-78.8% | $87,100-82.3% | $72,985-78.9% |
| Participation rate | 98.0% | 72.8%+25.2pp | 76.9%+21.1pp | 69.5%+28.5pp |
| Annual return | -62.36% | 24.46%-86.8pp | 28.19%-90.5pp | 81.00%-143.4pp |
| Employer contribution / active EE | $3,840 | $1,894+102.8% | $2,521+52.3% | $2,440+57.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,696 | $5,055-66.4% | $7,497-77.4% | $5,124-66.9% |