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 | $12,093 | $62,586-80.7% | $76,768-84.2% | $64,186-81.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -13.64% | -1.95%-11.7pp | 2.43%-16.1pp | 7.63%-21.3pp |
| Employer contribution / active EE | $2,340 | $1,832+27.7% | $2,485-5.8% | $2,381-1.7% |
| Participant deferral / active EE | $4,931 | $3,145+56.8% | $3,852+28.0% | $3,470+42.1% |
| Admin fee / account holder | $3,238 | $4,667-30.6% | $6,675-51.5% | $4,888-33.8% |