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 | $26,419 | $147,167-82.0% | $111,392-76.3% | $135,375-80.5% |
| Participation rate | 70.0% | 84.0%-14.0pp | 78.9%-8.9pp | 82.6%-12.6pp |
| Annual return | -10.66% | -4.44%-6.2pp | -2.06%-8.6pp | 519.73%-530.4pp |
| Employer contribution / active EE | $1,391 | $5,204-73.3% | $4,328-67.9% | $4,779-70.9% |
| Participant deferral / active EE | $2,843 | $6,565-56.7% | $5,567-48.9% | $5,609-49.3% |
| Admin fee / account holder | $2,102 | $20,270-89.6% | $12,266-82.9% | $10,827-80.6% |