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 6-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 | $15,547 | $167,307-90.7% | $143,757-89.2% | $134,475-88.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.07% | 0.46%-21.5pp | -0.04%-21.0pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,249 | $5,619-77.8% | $4,951-74.8% | $4,740-73.7% |
| Participant deferral / active EE | $9,440 | $6,446+46.4% | $5,637+67.5% | $6,400+47.5% |
| Admin fee / account holder | $303 | $18,088-98.3% | $14,673-97.9% | $11,426-97.3% |