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 8-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 | $14,788 | $107,791-86.3% | $90,645-83.7% | $135,375-89.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -14.30% | -0.90%-13.4pp | 1.88%-16.2pp | 519.73%-534.0pp |
| Employer contribution / active EE | $2,843 | $3,018-5.8% | $2,532+12.3% | $4,779-40.5% |
| Participant deferral / active EE | $7,699 | $3,872+98.8% | $3,425+124.8% | $5,609+37.3% |
| Admin fee / account holder | $3,178 | $5,930-46.4% | $4,994-36.4% | $10,827-70.6% |