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 4-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 | $7,793 | $101,724-92.3% | $164,813-95.3% | $80,856-90.4% |
| Participation rate | 87.3% | 71.8%+15.4pp | 78.6%+8.7pp | 67.6%+19.6pp |
| Annual return | -108.28% | 16.72%-125.0pp | 69.93%-178.2pp | 35.59%-143.9pp |
| Employer contribution / active EE | $9,715 | $2,953+228.9% | $4,341+123.8% | $2,755+252.7% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $5,395 | $8,227-34.4% | $12,690-57.5% | $6,918-22.0% |