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 7-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 | $20,254 | $110,094-81.6% | $151,611-86.6% | $68,494-70.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -25.55% | -10.12%-15.4pp | 3.33%-28.9pp | -7.84%-17.7pp |
| Employer contribution / active EE | $7,964 | $4,471+78.1% | $6,166+29.2% | $2,596+206.8% |
| Participant deferral / active EE | $9,099 | $6,527+39.4% | $8,363+8.8% | $4,027+125.9% |
| Admin fee / account holder | $921 | $7,719-88.1% | $11,616-92.1% | $5,403-82.9% |