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 | $10,669 | $97,044-89.0% | $83,333-87.2% | $135,375-92.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -50.21% | 12.31%-62.5pp | 10.63%-60.8pp | 519.73%-569.9pp |
| Employer contribution / active EE | $1,508 | $4,143-63.6% | $3,379-55.4% | $4,779-68.4% |
| Participant deferral / active EE | $8,438 | $5,964+41.5% | $5,565+51.6% | $5,609+50.4% |
| Admin fee / account holder | $2,712 | $8,380-67.6% | $7,510-63.9% | $10,827-75.0% |