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 7-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 | $4,548 | $202,318-97.8% | $172,739-97.4% | $152,861-97.0% |
| Participation rate | 76.2% | 87.1%-10.9pp | 82.6%-6.5pp | 82.4%-6.3pp |
| Annual return | -15.58% | 1029.65%-1045.2pp | 802.84%-818.4pp | 345.32%-360.9pp |
| Employer contribution / active EE | $1,582 | $5,856-73.0% | $5,143-69.2% | $4,762-66.8% |
| Participant deferral / active EE | $3,140 | $5,948-47.2% | $5,198-39.6% | $5,850-46.3% |
| Admin fee / account holder | $518 | $17,109-97.0% | $13,954-96.3% | $11,596-95.5% |