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 | $14,162 | $76,670-81.5% | $96,683-85.4% | $71,457-80.2% |
| Participation rate | 98.3% | 66.6%+31.7pp | 74.3%+23.9pp | 67.9%+30.4pp |
| Annual return | -100.20% | 48.29%-148.5pp | 35.69%-135.9pp | 28.85%-129.0pp |
| Employer contribution / active EE | $14,314 | $3,031+372.2% | $3,737+283.1% | $2,588+453.2% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $14,305 | $2,028+605.3% | $6,730+112.6% | $1,587+801.2% |