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 | $16,255 | $82,664-80.3% | $125,339-87.0% | $68,494-76.3% |
| Participation rate | 90.7% | 75.0%+15.7pp | 82.4%+8.3pp | 67.9%+22.8pp |
| Annual return | -22.99% | -5.97%-17.0pp | 572.05%-595.0pp | -7.84%-15.1pp |
| Employer contribution / active EE | $3,542 | $3,381+4.8% | $4,814-26.4% | $2,596+36.4% |
| Participant deferral / active EE | $7,375 | $6,110+20.7% | $7,446-1.0% | $4,027+83.1% |
| Admin fee / account holder | $2,222 | $6,275-64.6% | $10,010-77.8% | $5,403-58.9% |