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 10-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 | $11,389 | $63,355-82.0% | $91,989-87.6% | $72,985-84.4% |
| Participation rate | 94.1% | 72.5%+21.6pp | 78.6%+15.5pp | 69.5%+24.6pp |
| Annual return | -120.53% | 35.35%-155.9pp | 69.02%-189.5pp | 81.00%-201.5pp |
| Employer contribution / active EE | $15,010 | $2,116+609.5% | $3,452+334.8% | $2,440+515.2% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,923-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,364 | $4,668-27.9% | $7,743-56.6% | $5,124-34.4% |