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 | $11,591 | $47,977-75.8% | $154,107-92.5% | $56,287-79.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -8.59% | 3.54%-12.1pp | 735.12%-743.7pp | -9.96%+1.4pp |
| Employer contribution / active EE | $1,603 | $2,169-26.1% | $5,298-69.7% | $2,111-24.1% |
| Participant deferral / active EE | $3,827 | $2,392+60.0% | $5,081-24.7% | $3,350+14.3% |
| Admin fee / account holder | $499 | $438+13.9% | $13,411-96.3% | $521-4.2% |