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 | $18,433 | $77,813-76.3% | $123,544-85.1% | $64,186-71.3% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -14.66% | 12.48%-27.1pp | 119.20%-133.9pp | 7.63%-22.3pp |
| Employer contribution / active EE | $2,234 | $3,014-25.9% | $4,628-51.7% | $2,381-6.2% |
| Participant deferral / active EE | $5,316 | $5,240+1.4% | $6,426-17.3% | $3,470+53.2% |
| Admin fee / account holder | $618 | $5,519-88.8% | $9,284-93.3% | $4,888-87.4% |