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 4-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 | $9,227 | $159,901-94.2% | $146,958-93.7% | $145,922-93.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | -1.72% | 98.13%-99.8pp | 418.34%-420.1pp | 561.29%-563.0pp |
| Employer contribution / active EE | $1,158 | $5,286-78.1% | $4,933-76.5% | $4,660-75.2% |
| Participant deferral / active EE | $6,680 | $8,428-20.7% | $8,070-17.2% | $6,688-0.1% |
| Admin fee / account holder | $460 | $15,044-96.9% | $12,998-96.5% | $13,397-96.6% |