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 8-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 | $12,664 | $77,813-83.7% | $123,544-89.7% | $64,186-80.3% |
| Participation rate | 87.3% | 74.7%+12.6pp | 82.3%+5.0pp | 69.6%+17.7pp |
| Annual return | -14.08% | 12.48%-26.6pp | 119.20%-133.3pp | 7.63%-21.7pp |
| Employer contribution / active EE | $2,131 | $3,014-29.3% | $4,628-54.0% | $2,381-10.5% |
| Participant deferral / active EE | $5,950 | $5,240+13.5% | $6,426-7.4% | $3,470+71.5% |
| Admin fee / account holder | $684 | $5,519-87.6% | $9,284-92.6% | $4,888-86.0% |