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 | $4,722 | $127,777-96.3% | $106,548-95.6% | $167,490-97.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | -108.68% | 33.87%-142.5pp | 26.80%-135.5pp | 478.56%-587.2pp |
| Employer contribution / active EE | $7,224 | $3,427+110.8% | $2,819+156.3% | $4,837+49.3% |
| Participant deferral / active EE | $16,390 | $5,087+222.2% | $4,398+272.7% | $6,341+158.5% |
| Admin fee / account holder | $1,632 | $11,228-85.5% | $7,407-78.0% | $12,309-86.7% |