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 | $10,205 | $159,602-93.6% | $150,045-93.2% | $142,382-92.8% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | -59.97% | 70.24%-130.2pp | 62.55%-122.5pp | 217.08%-277.0pp |
| Employer contribution / active EE | $2,115 | $4,961-57.4% | $4,693-54.9% | $4,299-50.8% |
| Participant deferral / active EE | $4,395 | $8,310-47.1% | $7,997-45.0% | $6,507-32.5% |
| Admin fee / account holder | $2,615 | $14,846-82.4% | $13,435-80.5% | $12,624-79.3% |