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 10-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 | $9,675 | $91,190-89.4% | $178,490-94.6% | $79,858-87.9% |
| Participation rate | 73.9% | 69.2%+4.7pp | 81.9%-8.0pp | 69.6%+4.3pp |
| Annual return | -48.45% | 24.19%-72.6pp | 151.07%-199.5pp | 31.71%-80.2pp |
| Employer contribution / active EE | $1,310 | $3,256-59.8% | $5,011-73.9% | $2,471-47.0% |
| Participant deferral / active EE | $1,028 | $3,236-68.2% | $5,202-80.2% | $3,740-72.5% |
| Admin fee / account holder | $10,402 | $6,751+54.1% | $13,984-25.6% | $5,306+96.0% |