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 9-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 | $11,333 | $57,354-80.2% | $83,848-86.5% | $64,186-82.3% |
| Participation rate | 76.5% | 68.6%+7.9pp | 76.1%+0.3pp | 69.6%+6.9pp |
| Annual return | -18.78% | 11.38%-30.2pp | 850.88%-869.7pp | 7.63%-26.4pp |
| Employer contribution / active EE | $1,796 | $2,545-29.4% | $3,631-50.5% | $2,381-24.6% |
| Participant deferral / active EE | $3,843 | $2,993+28.4% | $4,082-5.9% | $3,470+10.8% |
| Admin fee / account holder | $516 | $4,046-87.2% | $5,478-90.6% | $4,888-89.4% |