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 | $19,073 | $157,256-87.9% | $141,162-86.5% | $152,861-87.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -13.65% | 64.32%-78.0pp | 71.39%-85.0pp | 345.32%-359.0pp |
| Employer contribution / active EE | $1,944 | $5,261-63.1% | $4,735-58.9% | $4,762-59.2% |
| Participant deferral / active EE | $3,773 | $7,109-46.9% | $6,709-43.8% | $5,850-35.5% |
| Admin fee / account holder | $5,753 | $12,120-52.5% | $10,261-43.9% | $11,596-50.4% |