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 | $9,094 | $54,350-83.3% | $82,719-89.0% | $68,494-86.7% |
| Participation rate | 91.5% | 63.9%+27.6pp | 72.6%+19.0pp | 67.9%+23.6pp |
| Annual return | -20.54% | -13.67%-6.9pp | 701.18%-721.7pp | -7.84%-12.7pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,166 | $3,246-33.3% | $4,395-50.7% | $4,027-46.2% |
| Admin fee / account holder | $2,619 | $4,395-40.4% | $5,329-50.9% | $5,403-51.5% |