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 | $11,374 | $58,577-80.6% | $83,333-86.4% | $64,186-82.3% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -23.32% | 9.65%-33.0pp | 10.63%-34.0pp | 7.63%-31.0pp |
| Employer contribution / active EE | $3,655 | $2,098+74.2% | $3,379+8.2% | $2,381+53.5% |
| Participant deferral / active EE | $6,011 | $4,654+29.2% | $5,565+8.0% | $3,470+73.3% |
| Admin fee / account holder | $1,144 | $9,275-87.7% | $7,510-84.8% | $4,888-76.6% |