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 | $7,775 | $95,971-91.9% | $74,550-89.6% | $135,375-94.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -25.20% | 56.96%-82.2pp | 32.53%-57.7pp | 519.73%-544.9pp |
| Employer contribution / active EE | $2,030 | $2,716-25.2% | $1,961+3.5% | $4,779-57.5% |
| Participant deferral / active EE | $3,775 | $3,843-1.8% | $3,108+21.5% | $5,609-32.7% |
| Admin fee / account holder | $319 | $6,522-95.1% | $5,060-93.7% | $10,827-97.1% |