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 | $12,984 | $98,240-86.8% | $82,313-84.2% | $147,584-91.2% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | -97.04% | 30.85%-127.9pp | 25.88%-122.9pp | 578.55%-675.6pp |
| Employer contribution / active EE | $12,600 | $3,192+294.8% | $2,428+418.9% | $4,876+158.4% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,226 | $8,563+7.7% | $5,608+64.5% | $10,885-15.2% |