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 | $7,279 | $106,890-93.2% | $84,015-91.3% | $152,861-95.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | -34.00% | 104.99%-139.0pp | 71.31%-105.3pp | 345.32%-379.3pp |
| Employer contribution / active EE | $1,149 | $2,734-58.0% | $1,983-42.1% | $4,762-75.9% |
| Participant deferral / active EE | $2,920 | $4,011-27.2% | $3,239-9.8% | $5,850-50.1% |
| Admin fee / account holder | $7,363 | $8,285-11.1% | $6,101+20.7% | $11,596-36.5% |