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 | $9,172 | $77,813-88.2% | $123,544-92.6% | $64,186-85.7% |
| Participation rate | 77.4% | 74.7%+2.7pp | 82.3%-4.9pp | 69.6%+7.9pp |
| Annual return | -23.71% | 12.48%-36.2pp | 119.20%-142.9pp | 7.63%-31.3pp |
| Employer contribution / active EE | $1,228 | $3,014-59.2% | $4,628-73.5% | $2,381-48.4% |
| Participant deferral / active EE | $3,221 | $5,240-38.5% | $6,426-49.9% | $3,470-7.2% |
| Admin fee / account holder | $780 | $5,519-85.9% | $9,284-91.6% | $4,888-84.0% |