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 | $8,775 | $95,193-90.8% | $76,523-88.5% | $135,375-93.5% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.0%+17.7pp | 82.6%+3.1pp |
| Annual return | -17.84% | 4.85%-22.7pp | -0.27%-17.6pp | 519.73%-537.6pp |
| Employer contribution / active EE | $1,197 | $3,302-63.8% | $2,647-54.8% | $4,779-74.9% |
| Participant deferral / active EE | $3,646 | $4,639-21.4% | $3,835-4.9% | $5,609-35.0% |
| Admin fee / account holder | $501 | $6,249-92.0% | $4,848-89.7% | $10,827-95.4% |