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 | $4,404 | $87,540-95.0% | $75,781-94.2% | $125,391-96.5% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -14.11% | 13.48%-27.6pp | 9.68%-23.8pp | 282.22%-296.3pp |
| Employer contribution / active EE | $1,727 | $3,930-56.1% | $3,323-48.0% | $4,866-64.5% |
| Participant deferral / active EE | $1,976 | $4,229-53.3% | $3,651-45.9% | $5,352-63.1% |
| Admin fee / account holder | $500 | $6,502-92.3% | $5,299-90.6% | $9,540-94.8% |