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 | $7,570 | $99,985-92.4% | $146,665-94.8% | $85,850-91.2% |
| Participation rate | 97.0% | 73.1%+23.9pp | 80.1%+16.9pp | 69.3%+27.7pp |
| Annual return | -13.11% | 18.93%-32.0pp | 22.74%-35.9pp | 318.53%-331.6pp |
| Employer contribution / active EE | $1,941 | $2,559-24.1% | $4,136-53.1% | $2,565-24.3% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,045 | $7,702-86.4% | $10,280-89.8% | $6,260-83.3% |