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 | $10,051 | $127,100-92.1% | $105,738-90.5% | $135,375-92.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -25.28% | 4.49%-29.8pp | 6.27%-31.6pp | 519.73%-545.0pp |
| Employer contribution / active EE | $3,230 | $4,107-21.3% | $3,268-1.2% | $4,779-32.4% |
| Participant deferral / active EE | $6,856 | $5,064+35.4% | $4,080+68.0% | $5,609+22.2% |
| Admin fee / account holder | $2,507 | $9,087-72.4% | $6,913-63.7% | $10,827-76.8% |