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 4-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 | $11,142 | $142,344-92.2% | $119,609-90.7% | $134,475-91.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.50% | -12.44%-8.1pp | -14.97%-5.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,536 | $5,222-70.6% | $4,232-63.7% | $4,740-67.6% |
| Participant deferral / active EE | $2,227 | $6,469-65.6% | $5,602-60.2% | $6,400-65.2% |
| Admin fee / account holder | $322 | $13,584-97.6% | $10,323-96.9% | $11,426-97.2% |