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 7-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 | $6,854 | $106,890-93.6% | $84,015-91.8% | $152,861-95.5% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | -35.58% | 104.99%-140.6pp | 71.31%-106.9pp | 345.32%-380.9pp |
| Employer contribution / active EE | $1,954 | $2,734-28.5% | $1,983-1.5% | $4,762-59.0% |
| Participant deferral / active EE | $3,384 | $4,011-15.6% | $3,239+4.5% | $5,850-42.2% |
| Admin fee / account holder | $2,174 | $8,285-73.8% | $6,101-64.4% | $11,596-81.2% |