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 3-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 | $118 | $108,919-99.9% | $100,391-99.9% | $145,922-99.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | -52.73% | 57.88%-110.6pp | 49.20%-101.9pp | 561.29%-614.0pp |
| Employer contribution / active EE | $2,574 | $4,419-41.8% | $3,942-34.7% | $4,660-44.8% |
| Participant deferral / active EE | $3,046 | $8,445-63.9% | $8,082-62.3% | $6,688-54.5% |
| Admin fee / account holder | $9,178 | $9,689-5.3% | $7,899+16.2% | $13,397-31.5% |