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 | $8,066 | $82,664-90.2% | $125,339-93.6% | $68,494-88.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.62% | -5.97%-15.7pp | 572.05%-593.7pp | -7.84%-13.8pp |
| Employer contribution / active EE | $1,836 | $3,381-45.7% | $4,814-61.9% | $2,596-29.3% |
| Participant deferral / active EE | $3,435 | $6,110-43.8% | $7,446-53.9% | $4,027-14.7% |
| Admin fee / account holder | $981 | $6,275-84.4% | $10,010-90.2% | $5,403-81.8% |