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 | $13,227 | $211,958-93.8% | $169,463-92.2% | $135,375-90.2% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -10.64% | 3.26%-13.9pp | 1.83%-12.5pp | 519.73%-530.4pp |
| Employer contribution / active EE | $2,021 | $5,120-60.5% | $4,159-51.4% | $4,779-57.7% |
| Participant deferral / active EE | $2,219 | $6,075-63.5% | $5,277-58.0% | $5,609-60.4% |
| Admin fee / account holder | $544 | $11,471-95.3% | $9,109-94.0% | $10,827-95.0% |