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 6-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 | $9,540 | $116,175-91.8% | $93,606-89.8% | $152,861-93.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | -87.75% | 35.96%-123.7pp | 32.76%-120.5pp | 345.32%-433.1pp |
| Employer contribution / active EE | $3,170 | $3,218-1.5% | $2,718+16.6% | $4,762-33.4% |
| Participant deferral / active EE | $5,478 | $4,603+19.0% | $4,069+34.6% | $5,850-6.4% |
| Admin fee / account holder | $2,555 | $10,748-76.2% | $7,888-67.6% | $11,596-78.0% |