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 7-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 | $19,515 | $73,933-73.6% | $96,683-79.8% | $75,163-74.0% |
| Participation rate | 95.9% | 66.4%+29.5pp | 74.3%+21.5pp | 67.2%+28.7pp |
| Annual return | -39.56% | 26.70%-66.3pp | 35.69%-75.3pp | 160.62%-200.2pp |
| Employer contribution / active EE | $5,612 | $2,928+91.7% | $3,737+50.2% | $2,670+110.2% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,395 | $5,216-34.9% | $6,730-49.5% | $5,651-39.9% |