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 | $17,387 | $82,664-79.0% | $125,339-86.1% | $68,494-74.6% |
| Participation rate | 92.0% | 75.0%+17.0pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -21.55% | -5.97%-15.6pp | 572.05%-593.6pp | -7.84%-13.7pp |
| Employer contribution / active EE | $2,175 | $3,381-35.7% | $4,814-54.8% | $2,596-16.2% |
| Participant deferral / active EE | $7,245 | $6,110+18.6% | $7,446-2.7% | $4,027+79.9% |
| Admin fee / account holder | $843 | $6,275-86.6% | $10,010-91.6% | $5,403-84.4% |