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 | $4,273 | $102,966-95.9% | $90,281-95.3% | $152,861-97.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | -22.92% | 95.16%-118.1pp | 78.10%-101.0pp | 345.32%-368.2pp |
| Employer contribution / active EE | $1,091 | $3,139-65.3% | $2,854-61.8% | $4,762-77.1% |
| Participant deferral / active EE | $2,381 | $4,281-44.4% | $3,885-38.7% | $5,850-59.3% |
| Admin fee / account holder | $499 | $6,171-91.9% | $5,351-90.7% | $11,596-95.7% |