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 | $12,788 | $94,529-86.5% | $140,016-90.9% | $64,186-80.1% |
| Participation rate | 72.0% | 84.1%-12.1pp | 87.5%-15.5pp | 69.6%+2.4pp |
| Annual return | -11.97% | 7.77%-19.7pp | 651.12%-663.1pp | 7.63%-19.6pp |
| Employer contribution / active EE | $1,684 | $3,812-55.8% | $5,606-70.0% | $2,381-29.3% |
| Participant deferral / active EE | $3,458 | $5,250-34.1% | $6,927-50.1% | $3,470-0.3% |
| Admin fee / account holder | $1,710 | $6,741-74.6% | $10,705-84.0% | $4,888-65.0% |