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 | $14,062 | $97,757-85.6% | $83,848-83.2% | $135,375-89.6% |
| Participation rate | 86.4% | 80.0%+6.4pp | 76.1%+10.2pp | 82.6%+3.7pp |
| Annual return | -9.98% | 1287.37%-1297.4pp | 850.88%-860.9pp | 519.73%-529.7pp |
| Employer contribution / active EE | $4,542 | $4,222+7.6% | $3,631+25.1% | $4,779-5.0% |
| Participant deferral / active EE | $2,849 | $4,682-39.2% | $4,082-30.2% | $5,609-49.2% |
| Admin fee / account holder | $359 | $6,674-94.6% | $5,478-93.4% | $10,827-96.7% |