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 | $10,120 | $76,000-86.7% | $154,107-93.4% | $64,186-84.2% |
| Participation rate | 98.5% | 70.4%+28.1pp | 83.0%+15.5pp | 69.6%+28.9pp |
| Annual return | -10.12% | 30.32%-40.4pp | 735.12%-745.2pp | 7.63%-17.8pp |
| Employer contribution / active EE | $2,112 | $3,351-37.0% | $5,298-60.1% | $2,381-11.3% |
| Participant deferral / active EE | $1,245 | $3,175-60.8% | $5,081-75.5% | $3,470-64.1% |
| Admin fee / account holder | $594 | $5,596-89.4% | $13,411-95.6% | $4,888-87.8% |