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 | $4,380 | $138,065-96.8% | $123,544-96.5% | $135,375-96.8% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -26.36% | 153.68%-180.0pp | 119.20%-145.6pp | 519.73%-546.1pp |
| Employer contribution / active EE | $1,571 | $5,151-69.5% | $4,628-66.0% | $4,779-67.1% |
| Participant deferral / active EE | $3,216 | $6,799-52.7% | $6,426-49.9% | $5,609-42.7% |
| Admin fee / account holder | $1,118 | $10,916-89.8% | $9,284-88.0% | $10,827-89.7% |