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 6-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 | $15,967 | $82,664-80.7% | $125,339-87.3% | $68,494-76.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.51% | -5.97%-15.5pp | 572.05%-593.6pp | -7.84%-13.7pp |
| Employer contribution / active EE | $3,554 | $3,381+5.1% | $4,814-26.2% | $2,596+36.9% |
| Participant deferral / active EE | $8,885 | $6,110+45.4% | $7,446+19.3% | $4,027+120.6% |
| Admin fee / account holder | $1,354 | $6,275-78.4% | $10,010-86.5% | $5,403-74.9% |