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 | $15,166 | $78,694-80.7% | $67,652-77.6% | $125,391-87.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -5.24% | 9.46%-14.7pp | 6625.04%-6630.3pp | 282.22%-287.5pp |
| Employer contribution / active EE | $2,158 | $3,044-29.1% | $2,266-4.8% | $4,866-55.7% |
| Participant deferral / active EE | $3,548 | $4,292-17.3% | $3,560-0.3% | $5,352-33.7% |
| Admin fee / account holder | $1,361 | $7,403-81.6% | $4,821-71.8% | $9,540-85.7% |