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 | $8,751 | $135,635-93.5% | $110,238-92.1% | $135,375-93.5% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -31.55% | 513.19%-544.7pp | 314.74%-346.3pp | 519.73%-551.3pp |
| Employer contribution / active EE | $1,864 | $4,906-62.0% | $3,826-51.3% | $4,779-61.0% |
| Participant deferral / active EE | $4,232 | $5,506-23.1% | $4,672-9.4% | $5,609-24.5% |
| Admin fee / account holder | $1,658 | $11,457-85.5% | $8,547-80.6% | $10,827-84.7% |