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 | $9,328 | $94,529-90.1% | $140,016-93.3% | $64,186-85.5% |
| Participation rate | 71.4% | 84.1%-12.7pp | 87.5%-16.1pp | 69.6%+1.9pp |
| Annual return | -12.68% | 7.77%-20.5pp | 651.12%-663.8pp | 7.63%-20.3pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,992 | $5,250-4.9% | $6,927-27.9% | $3,470+43.9% |
| Admin fee / account holder | $1,385 | $6,741-79.4% | $10,705-87.1% | $4,888-71.7% |