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 | $8,550 | $90,600-90.6% | $79,464-89.2% | $135,375-93.7% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -25.17% | 977.43%-1002.6pp | 718.14%-743.3pp | 519.73%-544.9pp |
| Employer contribution / active EE | $929 | $3,068-69.7% | $2,800-66.8% | $4,779-80.6% |
| Participant deferral / active EE | $4,262 | $4,050+5.2% | $3,704+15.1% | $5,609-24.0% |
| Admin fee / account holder | $406 | $5,907-93.1% | $5,113-92.1% | $10,827-96.3% |