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 | $8,850 | $90,600-90.2% | $79,464-88.9% | $135,375-93.5% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -25.04% | 977.43%-1002.5pp | 718.14%-743.2pp | 519.73%-544.8pp |
| Employer contribution / active EE | $2,100 | $3,068-31.5% | $2,800-25.0% | $4,779-56.0% |
| Participant deferral / active EE | $4,446 | $4,050+9.8% | $3,704+20.0% | $5,609-20.7% |
| Admin fee / account holder | $912 | $5,907-84.6% | $5,113-82.2% | $10,827-91.6% |