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 | $11,062 | $95,971-88.5% | $74,550-85.2% | $135,375-91.8% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -13.89% | 56.96%-70.9pp | 32.53%-46.4pp | 519.73%-533.6pp |
| Employer contribution / active EE | $3,238 | $2,716+19.2% | $1,961+65.1% | $4,779-32.2% |
| Participant deferral / active EE | $6,039 | $3,843+57.1% | $3,108+94.3% | $5,609+7.7% |
| Admin fee / account holder | $2,574 | $6,522-60.5% | $5,060-49.1% | $10,827-76.2% |