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 | $8,971 | $162,781-94.5% | $133,956-93.3% | $158,922-94.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -28.42% | 41.94%-70.4pp | 45.09%-73.5pp | 302.83%-331.2pp |
| Employer contribution / active EE | $1,465 | $4,975-70.6% | $3,919-62.6% | $4,761-69.2% |
| Participant deferral / active EE | $4,291 | $5,911-27.4% | $5,048-15.0% | $5,982-28.3% |
| Admin fee / account holder | $2,716 | $11,736-76.9% | $8,927-69.6% | $11,246-75.9% |