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 | $8,123 | $176,377-95.4% | $134,143-93.9% | $158,922-94.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -7.09% | 63.63%-70.7pp | 36.33%-43.4pp | 302.83%-309.9pp |
| Employer contribution / active EE | $1,384 | $5,040-72.5% | $3,704-62.6% | $4,761-70.9% |
| Participant deferral / active EE | $1,747 | $4,091-57.3% | $3,499-50.1% | $5,982-70.8% |
| Admin fee / account holder | $25,304 | $8,718+190.3% | $6,684+278.6% | $11,246+125.0% |