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 | $9,180 | $53,162-82.7% | $91,220-89.9% | $68,494-86.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -22.66% | -3.14%-19.5pp | 114.01%-136.7pp | -7.84%-14.8pp |
| Employer contribution / active EE | $1,758 | $1,709+2.9% | $2,850-38.3% | $2,596-32.3% |
| Participant deferral / active EE | $3,785 | $2,974+27.3% | $4,234-10.6% | $4,027-6.0% |
| Admin fee / account holder | $885 | $4,493-80.3% | $5,420-83.7% | $5,403-83.6% |