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 | $7,169 | $211,958-96.6% | $169,463-95.8% | $135,375-94.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -16.91% | 3.26%-20.2pp | 1.83%-18.7pp | 519.73%-536.6pp |
| Employer contribution / active EE | $1,453 | $5,120-71.6% | $4,159-65.1% | $4,779-69.6% |
| Participant deferral / active EE | $4,321 | $6,075-28.9% | $5,277-18.1% | $5,609-23.0% |
| Admin fee / account holder | $5,475 | $11,471-52.3% | $9,109-39.9% | $10,827-49.4% |