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 10-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 | $9,290 | $133,958-93.1% | $112,228-91.7% | $134,475-93.1% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -20.64% | 47.11%-67.8pp | 27.45%-48.1pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,668 | $4,038-58.7% | $3,635-54.1% | $4,740-64.8% |
| Participant deferral / active EE | $2,896 | $5,291-45.3% | $4,728-38.7% | $6,400-54.7% |
| Admin fee / account holder | $838 | $7,489-88.8% | $6,410-86.9% | $11,426-92.7% |