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 | $12,171 | $80,968-85.0% | $96,544-87.4% | $75,163-83.8% |
| Participation rate | 98.1% | 71.8%+26.4pp | 76.0%+22.2pp | 67.2%+31.0pp |
| Annual return | -69.25% | 27.06%-96.3pp | 25.84%-95.1pp | 160.62%-229.9pp |
| Employer contribution / active EE | $5,778 | $2,282+153.2% | $2,965+94.9% | $2,670+116.4% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,177 | $6,724-67.6% | $8,252-73.6% | $5,651-61.5% |