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 5-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 | $3,293 | $106,543-96.9% | $91,220-96.4% | $134,475-97.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -59.59% | 160.60%-220.2pp | 114.01%-173.6pp | 417.96%-477.6pp |
| Employer contribution / active EE | $2,236 | $3,331-32.9% | $2,850-21.6% | $4,740-52.8% |
| Participant deferral / active EE | $2,301 | $4,719-51.2% | $4,234-45.6% | $6,400-64.0% |
| Admin fee / account holder | $1,903 | $6,231-69.5% | $5,420-64.9% | $11,426-83.3% |