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 | $9,349 | $94,529-90.1% | $140,016-93.3% | $64,186-85.4% |
| Participation rate | 92.0% | 84.1%+7.9pp | 87.5%+4.5pp | 69.6%+22.4pp |
| Annual return | -19.88% | 7.77%-27.7pp | 651.12%-671.0pp | 7.63%-27.5pp |
| Employer contribution / active EE | $2,390 | $3,812-37.3% | $5,606-57.4% | $2,381+0.4% |
| Participant deferral / active EE | $3,915 | $5,250-25.4% | $6,927-43.5% | $3,470+12.8% |
| Admin fee / account holder | $446 | $6,741-93.4% | $10,705-95.8% | $4,888-90.9% |