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 | $8,036 | $138,065-94.2% | $123,544-93.5% | $135,375-94.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -24.32% | 153.68%-178.0pp | 119.20%-143.5pp | 519.73%-544.1pp |
| Employer contribution / active EE | $4,486 | $5,151-12.9% | $4,628-3.1% | $4,779-6.1% |
| Participant deferral / active EE | $6,889 | $6,799+1.3% | $6,426+7.2% | $5,609+22.8% |
| Admin fee / account holder | $2,432 | $10,916-77.7% | $9,284-73.8% | $10,827-77.5% |