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 5-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 | $11,815 | $167,484-92.9% | $151,611-92.2% | $134,475-91.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.02% | 7.80%-31.8pp | 3.33%-27.4pp | 417.96%-442.0pp |
| Employer contribution / active EE | $1,576 | $6,829-76.9% | $6,166-74.4% | $4,740-66.8% |
| Participant deferral / active EE | $7,705 | $8,986-14.2% | $8,363-7.9% | $6,400+20.4% |
| Admin fee / account holder | $937 | $13,783-93.2% | $11,616-91.9% | $11,426-91.8% |