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 | $16,889 | $82,664-79.6% | $125,339-86.5% | $68,494-75.3% |
| Participation rate | 76.9% | 75.0%+1.9pp | 82.4%-5.4pp | 67.9%+9.0pp |
| Annual return | -19.50% | -5.97%-13.5pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,034 | $3,381-39.8% | $4,814-57.7% | $2,596-21.6% |
| Participant deferral / active EE | $3,657 | $6,110-40.1% | $7,446-50.9% | $4,027-9.2% |
| Admin fee / account holder | $801 | $6,275-87.2% | $10,010-92.0% | $5,403-85.2% |