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 8-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 | $15,800 | $91,538-82.7% | $129,995-87.8% | $75,163-79.0% |
| Participation rate | 78.9% | 71.4%+7.4pp | 78.5%+0.4pp | 67.2%+11.7pp |
| Annual return | 3.05% | -631.11%+634.2pp | -137.18%+140.2pp | 160.62%-157.6pp |
| Employer contribution / active EE | $1,956 | $2,845-31.2% | $4,320-54.7% | $2,670-26.7% |
| Participant deferral / active EE | $2,640 | $4,341-39.2% | $5,820-54.6% | $4,125-36.0% |
| Admin fee / account holder | $1,256 | $6,790-81.5% | $10,614-88.2% | $5,651-77.8% |