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 | $9,217 | $84,695-89.1% | $73,843-87.5% | $125,391-92.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.95% | 3123.53%-3127.5pp | 2267.84%-2271.8pp | 282.22%-286.2pp |
| Employer contribution / active EE | $601 | $3,123-80.8% | $2,787-78.4% | $4,866-87.7% |
| Participant deferral / active EE | $3,743 | $3,992-6.2% | $3,583+4.5% | $5,352-30.0% |
| Admin fee / account holder | $1,144 | $5,691-79.9% | $4,880-76.6% | $9,540-88.0% |