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 6-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 | $15,928 | $82,664-80.7% | $125,339-87.3% | $68,494-76.7% |
| Participation rate | 93.0% | 75.0%+17.9pp | 82.4%+10.6pp | 67.9%+25.1pp |
| Annual return | -19.63% | -5.97%-13.7pp | 572.05%-591.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,800 | $3,381-46.8% | $4,814-62.6% | $2,596-30.7% |
| Participant deferral / active EE | $3,398 | $6,110-44.4% | $7,446-54.4% | $4,027-15.6% |
| Admin fee / account holder | $586 | $6,275-90.7% | $10,010-94.1% | $5,403-89.2% |