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 | $17,416 | $78,694-77.9% | $67,652-74.3% | $125,391-86.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.27% | 9.46%-12.7pp | 6625.04%-6628.3pp | 282.22%-285.5pp |
| Employer contribution / active EE | $1,534 | $3,044-49.6% | $2,266-32.3% | $4,866-68.5% |
| Participant deferral / active EE | $2,265 | $4,292-47.2% | $3,560-36.4% | $5,352-57.7% |
| Admin fee / account holder | $1,586 | $7,403-78.6% | $4,821-67.1% | $9,540-83.4% |