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 | $754 | $97,744-99.2% | $103,476-99.3% | $145,922-99.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | -106.60% | 25.41%-132.0pp | 23.90%-130.5pp | 561.29%-667.9pp |
| Employer contribution / active EE | $9,220 | $4,677+97.1% | $4,672+97.3% | $4,660+97.9% |
| Participant deferral / active EE | $3,600 | $6,603-45.5% | $6,623-45.6% | $6,688-46.2% |
| Admin fee / account holder | $1,065 | $12,515-91.5% | $9,413-88.7% | $13,397-92.0% |