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 | $10,928 | $82,664-86.8% | $125,339-91.3% | $68,494-84.0% |
| Participation rate | 84.1% | 75.0%+9.0pp | 82.4%+1.7pp | 67.9%+16.2pp |
| Annual return | -19.42% | -5.97%-13.5pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,243 | $3,381-33.7% | $4,814-53.4% | $2,596-13.6% |
| Participant deferral / active EE | $3,409 | $6,110-44.2% | $7,446-54.2% | $4,027-15.4% |
| Admin fee / account holder | $2,900 | $6,275-53.8% | $10,010-71.0% | $5,403-46.3% |