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 | $4,300 | $152,509-97.2% | $117,472-96.3% | $134,475-96.8% |
| Participation rate | 82.4% | 77.1%+5.3pp | 70.6%+11.8pp | 81.2%+1.1pp |
| Annual return | -22.68% | 52.99%-75.7pp | 29.74%-52.4pp | 417.96%-440.6pp |
| Employer contribution / active EE | $452 | $5,571-91.9% | $4,176-89.2% | $4,740-90.5% |
| Participant deferral / active EE | $1,123 | $4,818-76.7% | $4,070-72.4% | $6,400-82.5% |
| Admin fee / account holder | $593 | $7,004-91.5% | $5,645-89.5% | $11,426-94.8% |