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 | $13,596 | $175,202-92.2% | $149,673-90.9% | $139,434-90.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | -58.31% | 166.71%-225.0pp | 134.42%-192.7pp | 372.94%-431.2pp |
| Employer contribution / active EE | $1,189 | $5,474-78.3% | $4,818-75.3% | $4,751-75.0% |
| Participant deferral / active EE | $5,394 | $6,519-17.2% | $5,680-5.0% | $6,710-19.6% |
| Admin fee / account holder | $10,535 | $16,150-34.8% | $13,210-20.3% | $11,403-7.6% |