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 8-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 | $9,524 | $95,971-90.1% | $74,550-87.2% | $135,375-93.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -16.23% | 56.96%-73.2pp | 32.53%-48.8pp | 519.73%-536.0pp |
| Employer contribution / active EE | $2,192 | $2,716-19.3% | $1,961+11.8% | $4,779-54.1% |
| Participant deferral / active EE | $10,830 | $3,843+181.8% | $3,108+248.4% | $5,609+93.1% |
| Admin fee / account holder | $405 | $6,522-93.8% | $5,060-92.0% | $10,827-96.3% |