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 | $14,124 | $147,167-90.4% | $111,392-87.3% | $135,375-89.6% |
| Participation rate | 89.5% | 84.0%+5.4pp | 78.9%+10.6pp | 82.6%+6.8pp |
| Annual return | -15.05% | -4.44%-10.6pp | -2.06%-13.0pp | 519.73%-534.8pp |
| Employer contribution / active EE | $3,354 | $5,204-35.5% | $4,328-22.5% | $4,779-29.8% |
| Participant deferral / active EE | $5,852 | $6,565-10.9% | $5,567+5.1% | $5,609+4.3% |
| Admin fee / account holder | $712 | $20,270-96.5% | $12,266-94.2% | $10,827-93.4% |