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 | $17,067 | $127,100-86.6% | $105,738-83.9% | $135,375-87.4% |
| Participation rate | 70.0% | 82.7%-12.7pp | 76.3%-6.3pp | 82.6%-12.6pp |
| Annual return | -11.22% | 4.49%-15.7pp | 6.27%-17.5pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,101 | $4,107-73.2% | $3,268-66.3% | $4,779-77.0% |
| Participant deferral / active EE | $6,905 | $5,064+36.3% | $4,080+69.2% | $5,609+23.1% |
| Admin fee / account holder | $616 | $9,087-93.2% | $6,913-91.1% | $10,827-94.3% |