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 8-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 | $11,211 | $99,032-88.7% | $80,019-86.0% | $135,375-91.7% |
| Participation rate | 92.3% | 78.4%+14.0pp | 75.8%+16.5pp | 82.6%+9.7pp |
| Annual return | -16.28% | 15.39%-31.7pp | 11.22%-27.5pp | 519.73%-536.0pp |
| Employer contribution / active EE | $1,724 | $3,043-43.3% | $2,468-30.1% | $4,779-63.9% |
| Participant deferral / active EE | $4,964 | $4,282+15.9% | $3,686+34.7% | $5,609-11.5% |
| Admin fee / account holder | $942 | $10,436-91.0% | $6,521-85.5% | $10,827-91.3% |