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 | $14,507 | $65,561-77.9% | $86,188-83.2% | $75,163-80.7% |
| Participation rate | 93.5% | 60.5%+33.1pp | 69.0%+24.6pp | 67.2%+26.4pp |
| Annual return | -72.17% | 46.05%-118.2pp | 1168.45%-1240.6pp | 160.62%-232.8pp |
| Employer contribution / active EE | $1,360 | $1,553-12.4% | $2,380-42.8% | $2,670-49.1% |
| Participant deferral / active EE | $2,481 | $3,024-18.0% | $3,985-37.8% | $4,125-39.9% |
| Admin fee / account holder | $593 | $5,474-89.2% | $6,852-91.3% | $5,651-89.5% |