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 | $9,823 | $180,449-94.6% | $154,107-93.6% | $135,375-92.7% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -28.56% | 888.09%-916.7pp | 735.12%-763.7pp | 519.73%-548.3pp |
| Employer contribution / active EE | $1,523 | $6,035-74.8% | $5,298-71.3% | $4,779-68.1% |
| Participant deferral / active EE | $5,609 | $5,806-3.4% | $5,081+10.4% | $5,6090% |
| Admin fee / account holder | $362 | $16,143-97.8% | $13,411-97.3% | $10,827-96.7% |