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 8-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 | $6,937 | $69,010-89.9% | $159,960-95.7% | $68,494-89.9% |
| Participation rate | 90.8% | 65.4%+25.4pp | 78.0%+12.9pp | 67.9%+22.9pp |
| Annual return | -21.35% | -9.65%-11.7pp | 408.60%-429.9pp | -7.84%-13.5pp |
| Employer contribution / active EE | $1,378 | $2,213-37.8% | $4,226-67.4% | $2,596-46.9% |
| Participant deferral / active EE | $2,067 | $4,212-50.9% | $6,182-66.6% | $4,027-48.7% |
| Admin fee / account holder | $636 | $4,798-86.8% | $8,698-92.7% | $5,403-88.2% |