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 | $7,376 | $107,791-93.2% | $90,645-91.9% | $135,375-94.6% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.0%+9.3pp | 82.6%+0.7pp |
| Annual return | -19.77% | -0.90%-18.9pp | 1.88%-21.7pp | 519.73%-539.5pp |
| Employer contribution / active EE | $2,237 | $3,018-25.9% | $2,532-11.6% | $4,779-53.2% |
| Participant deferral / active EE | $3,000 | $3,872-22.5% | $3,425-12.4% | $5,609-46.5% |
| Admin fee / account holder | $423 | $5,930-92.9% | $4,994-91.5% | $10,827-96.1% |