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 | $8,196 | $211,958-96.1% | $169,463-95.2% | $135,375-93.9% |
| Participation rate | 88.9% | 82.6%+6.3pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -34.37% | 3.26%-37.6pp | 1.83%-36.2pp | 519.73%-554.1pp |
| Employer contribution / active EE | $1,500 | $5,120-70.7% | $4,159-63.9% | $4,779-68.6% |
| Participant deferral / active EE | $2,902 | $6,075-52.2% | $5,277-45.0% | $5,609-48.3% |
| Admin fee / account holder | $1,703 | $11,471-85.2% | $9,109-81.3% | $10,827-84.3% |