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 | $1,762 | $158,817-98.9% | $121,196-98.5% | $135,375-98.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -20.12% | -0.64%-19.5pp | 16.93%-37.0pp | 519.73%-539.9pp |
| Employer contribution / active EE | $946 | $5,665-83.3% | $4,022-76.5% | $4,779-80.2% |
| Participant deferral / active EE | $1,120 | $4,005-72.0% | $3,344-66.5% | $5,609-80.0% |
| Admin fee / account holder | $554 | $6,512-91.5% | $5,019-89.0% | $10,827-94.9% |