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 | $4,961 | $95,193-94.8% | $76,523-93.5% | $135,375-96.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -20.52% | 4.85%-25.4pp | -0.27%-20.3pp | 519.73%-540.3pp |
| Employer contribution / active EE | $1,443 | $3,302-56.3% | $2,647-45.5% | $4,779-69.8% |
| Participant deferral / active EE | $2,389 | $4,639-48.5% | $3,835-37.7% | $5,609-57.4% |
| Admin fee / account holder | $463 | $6,249-92.6% | $4,848-90.5% | $10,827-95.7% |