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 | $16,898 | $92,222-81.7% | $76,768-78.0% | $135,375-87.5% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -9.72% | 5.46%-15.2pp | 2.43%-12.1pp | 519.73%-529.5pp |
| Employer contribution / active EE | $2,281 | $3,216-29.1% | $2,485-8.2% | $4,779-52.3% |
| Participant deferral / active EE | $2,644 | $4,509-41.4% | $3,852-31.4% | $5,609-52.9% |
| Admin fee / account holder | $2,096 | $10,748-80.5% | $6,675-68.6% | $10,827-80.6% |