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 | $16,276 | $72,277-77.5% | $101,248-83.9% | $79,858-79.6% |
| Participation rate | 97.2% | 68.5%+28.8pp | 75.8%+21.4pp | 69.6%+27.6pp |
| Annual return | -60.42% | 22.30%-82.7pp | 46.47%-106.9pp | 31.71%-92.1pp |
| Employer contribution / active EE | $16,623 | $2,692+517.6% | $3,660+354.2% | $2,471+572.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,670 | $4,400-16.6% | $5,945-38.3% | $5,306-30.8% |