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 | $3,007 | $97,757-96.9% | $83,848-96.4% | $135,375-97.8% |
| Participation rate | 85.0% | 80.0%+5.0pp | 76.1%+8.9pp | 82.6%+2.4pp |
| Annual return | -17.22% | 1287.37%-1304.6pp | 850.88%-868.1pp | 519.73%-536.9pp |
| Employer contribution / active EE | $1,400 | $4,222-66.8% | $3,631-61.4% | $4,779-70.7% |
| Participant deferral / active EE | $2,403 | $4,682-48.7% | $4,082-41.1% | $5,609-57.2% |
| Admin fee / account holder | $1,393 | $6,674-79.1% | $5,478-74.6% | $10,827-87.1% |