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 | $10,781 | $78,694-86.3% | $67,652-84.1% | $125,391-91.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -5.31% | 9.46%-14.8pp | 6625.04%-6630.3pp | 282.22%-287.5pp |
| Employer contribution / active EE | $3,145 | $3,044+3.3% | $2,266+38.8% | $4,866-35.4% |
| Participant deferral / active EE | $4,694 | $4,292+9.4% | $3,560+31.9% | $5,352-12.3% |
| Admin fee / account holder | $2,255 | $7,403-69.5% | $4,821-53.2% | $9,540-76.4% |