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 | $9,240 | $99,032-90.7% | $80,019-88.5% | $135,375-93.2% |
| Participation rate | 84.6% | 78.4%+6.3pp | 75.8%+8.8pp | 82.6%+2.0pp |
| Annual return | -12.34% | 15.39%-27.7pp | 11.22%-23.6pp | 519.73%-532.1pp |
| Employer contribution / active EE | $1,718 | $3,043-43.5% | $2,468-30.4% | $4,779-64.0% |
| Participant deferral / active EE | $3,373 | $4,282-21.2% | $3,686-8.5% | $5,609-39.9% |
| Admin fee / account holder | $577 | $10,436-94.5% | $6,521-91.2% | $10,827-94.7% |