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 | $8,729 | $76,000-88.5% | $154,107-94.3% | $64,186-86.4% |
| Participation rate | 95.1% | 70.4%+24.7pp | 83.0%+12.0pp | 69.6%+25.5pp |
| Annual return | -9.36% | 30.32%-39.7pp | 735.12%-744.5pp | 7.63%-17.0pp |
| Employer contribution / active EE | $1,952 | $3,351-41.7% | $5,298-63.2% | $2,381-18.0% |
| Participant deferral / active EE | $2,958 | $3,175-6.8% | $5,081-41.8% | $3,470-14.7% |
| Admin fee / account holder | $913 | $5,596-83.7% | $13,411-93.2% | $4,888-81.3% |