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 | $10,237 | $92,222-88.9% | $76,768-86.7% | $135,375-92.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -17.89% | 5.46%-23.4pp | 2.43%-20.3pp | 519.73%-537.6pp |
| Employer contribution / active EE | $1,429 | $3,216-55.6% | $2,485-42.5% | $4,779-70.1% |
| Participant deferral / active EE | $9,451 | $4,509+109.6% | $3,852+145.4% | $5,609+68.5% |
| Admin fee / account holder | $2,110 | $10,748-80.4% | $6,675-68.4% | $10,827-80.5% |