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 | $10,704 | $127,100-91.6% | $105,738-89.9% | $135,375-92.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -12.60% | 4.49%-17.1pp | 6.27%-18.9pp | 519.73%-532.3pp |
| Employer contribution / active EE | $1,699 | $4,107-58.6% | $3,268-48.0% | $4,779-64.4% |
| Participant deferral / active EE | $4,434 | $5,064-12.5% | $4,080+8.7% | $5,609-21.0% |
| Admin fee / account holder | $2,323 | $9,087-74.4% | $6,913-66.4% | $10,827-78.5% |