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 4-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 | $9,294 | $71,883-87.1% | $86,677-89.3% | $68,494-86.4% |
| Participation rate | 71.7% | 72.2%-0.5pp | 76.6%-4.9pp | 67.9%+3.8pp |
| Annual return | -26.88% | 3.52%-30.4pp | 35.91%-62.8pp | -7.84%-19.0pp |
| Employer contribution / active EE | $1,694 | $2,173-22.1% | $2,836-40.3% | $2,596-34.8% |
| Participant deferral / active EE | $3,871 | $3,779+2.4% | $4,656-16.9% | $4,027-3.9% |
| Admin fee / account holder | $377 | $6,112-93.8% | $7,493-95.0% | $5,403-93.0% |