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 | $9,514 | $97,757-90.3% | $83,848-88.7% | $135,375-93.0% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -12.06% | 1287.37%-1299.4pp | 850.88%-862.9pp | 519.73%-531.8pp |
| Employer contribution / active EE | $2,348 | $4,222-44.4% | $3,631-35.3% | $4,779-50.9% |
| Participant deferral / active EE | $4,918 | $4,682+5.0% | $4,082+20.5% | $5,609-12.3% |
| Admin fee / account holder | $354 | $6,674-94.7% | $5,478-93.5% | $10,827-96.7% |