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 4-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 | $4,414 | $96,635-95.4% | $86,612-94.9% | $139,434-96.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | -28.95% | 106.41%-135.4pp | 591.07%-620.0pp | 372.94%-401.9pp |
| Employer contribution / active EE | $968 | $3,263-70.3% | $3,022-68.0% | $4,751-79.6% |
| Participant deferral / active EE | $3,850 | $4,836-20.4% | $4,438-13.2% | $6,710-42.6% |
| Admin fee / account holder | $1,765 | $6,408-72.5% | $5,614-68.6% | $11,403-84.5% |