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 | $10,730 | $66,302-83.8% | $110,238-90.3% | $56,287-80.9% |
| Participation rate | 72.4% | 74.9%-2.5pp | 79.8%-7.4pp | 69.9%+2.6pp |
| Annual return | -14.24% | -1.18%-13.1pp | 314.74%-329.0pp | -9.96%-4.3pp |
| Employer contribution / active EE | $1,705 | $2,047-16.7% | $3,826-55.4% | $2,111-19.2% |
| Participant deferral / active EE | $3,164 | $3,381-6.4% | $4,672-32.3% | $3,350-5.5% |
| Admin fee / account holder | $827 | $698+18.4% | $8,547-90.3% | $521+58.8% |