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 9-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 | $12,492 | $138,065-91.0% | $123,544-89.9% | $135,375-90.8% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -15.59% | 153.68%-169.3pp | 119.20%-134.8pp | 519.73%-535.3pp |
| Employer contribution / active EE | $2,430 | $5,151-52.8% | $4,628-47.5% | $4,779-49.1% |
| Participant deferral / active EE | $5,923 | $6,799-12.9% | $6,426-7.8% | $5,609+5.6% |
| Admin fee / account holder | $421 | $10,916-96.1% | $9,284-95.5% | $10,827-96.1% |