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 8-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 | $11,326 | $92,222-87.7% | $76,768-85.2% | $135,375-91.6% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -23.03% | 5.46%-28.5pp | 2.43%-25.5pp | 519.73%-542.8pp |
| Employer contribution / active EE | $2,607 | $3,216-18.9% | $2,485+4.9% | $4,779-45.4% |
| Participant deferral / active EE | $8,151 | $4,509+80.8% | $3,852+111.6% | $5,609+45.3% |
| Admin fee / account holder | $1,955 | $10,748-81.8% | $6,675-70.7% | $10,827-81.9% |