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 | $12,163 | $142,344-91.5% | $119,609-89.8% | $134,475-91.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -59.41% | -12.44%-47.0pp | -14.97%-44.4pp | 417.96%-477.4pp |
| Employer contribution / active EE | $10,000 | $5,222+91.5% | $4,232+136.3% | $4,740+111.0% |
| Participant deferral / active EE | $12,749 | $6,469+97.1% | $5,602+127.6% | $6,400+99.2% |
| Admin fee / account holder | $745 | $13,584-94.5% | $10,323-92.8% | $11,426-93.5% |