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 | $5,771 | $56,484-89.8% | $169,463-96.6% | $64,186-91.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -21.04% | -1.55%-19.5pp | 1.83%-22.9pp | 7.63%-28.7pp |
| Employer contribution / active EE | $2,860 | $1,832+56.1% | $4,159-31.2% | $2,381+20.1% |
| Participant deferral / active EE | $1,707 | $3,448-50.5% | $5,277-67.6% | $3,470-50.8% |
| Admin fee / account holder | $491 | $4,174-88.2% | $9,109-94.6% | $4,888-90.0% |