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 | $9,568 | $86,929-89.0% | $102,423-90.7% | $80,856-88.2% |
| Participation rate | 98.3% | 72.4%+25.9pp | 76.5%+21.8pp | 67.6%+30.6pp |
| Annual return | -35.62% | 18.88%-54.5pp | 29.32%-64.9pp | 35.59%-71.2pp |
| Employer contribution / active EE | $2,586 | $2,369+9.2% | $3,023-14.5% | $2,755-6.1% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,155 | $8,049-85.6% | $9,451-87.8% | $6,918-83.3% |