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 10-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 | $8,427 | $104,251-91.9% | $91,001-90.7% | $147,584-94.3% |
| Participation rate | 93.3% | 78.2%+15.1pp | 75.6%+17.7pp | 82.8%+10.5pp |
| Annual return | -16.56% | 27.06%-43.6pp | 4.60%-21.2pp | 578.55%-595.1pp |
| Employer contribution / active EE | $4,927 | $3,116+58.1% | $2,456+100.6% | $4,876+1.0% |
| Participant deferral / active EE | $1,154 | $4,195-72.5% | $3,547-67.5% | $5,439-78.8% |
| Admin fee / account holder | $746 | $8,948-91.7% | $5,417-86.2% | $10,885-93.1% |