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 7-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 | $7,395 | $64,707-88.6% | $112,228-93.4% | $68,494-89.2% |
| Participation rate | 88.0% | 67.2%+20.8pp | 75.1%+12.9pp | 67.9%+20.1pp |
| Annual return | -23.27% | -11.40%-11.9pp | 27.45%-50.7pp | -7.84%-15.4pp |
| Employer contribution / active EE | $1,549 | $2,746-43.6% | $3,635-57.4% | $2,596-40.3% |
| Participant deferral / active EE | $3,266 | $3,565-8.4% | $4,728-30.9% | $4,027-18.9% |
| Admin fee / account holder | $455 | $5,232-91.3% | $6,410-92.9% | $5,403-91.6% |