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 | $12,376 | $62,586-80.2% | $76,768-83.9% | $64,186-80.7% |
| Participation rate | 89.4% | 72.8%+16.6pp | 77.0%+12.4pp | 69.6%+19.8pp |
| Annual return | -11.14% | -1.95%-9.2pp | 2.43%-13.6pp | 7.63%-18.8pp |
| Employer contribution / active EE | $2,759 | $1,832+50.6% | $2,485+11.0% | $2,381+15.9% |
| Participant deferral / active EE | $4,002 | $3,145+27.3% | $3,852+3.9% | $3,470+15.4% |
| Admin fee / account holder | $767 | $4,667-83.6% | $6,675-88.5% | $4,888-84.3% |