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 5-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 | $8,471 | $59,805-85.8% | $79,550-89.4% | $68,494-87.6% |
| Participation rate | 84.2% | 61.1%+23.1pp | 69.5%+14.7pp | 67.9%+16.3pp |
| Annual return | -46.54% | -12.30%-34.2pp | 0.16%-46.7pp | -7.84%-38.7pp |
| Employer contribution / active EE | $2,679 | $1,505+78.0% | $2,413+11.0% | $2,596+3.2% |
| Participant deferral / active EE | $4,463 | $3,024+47.6% | $3,985+12.0% | $4,027+10.8% |
| Admin fee / account holder | $778 | $4,835-83.9% | $6,832-88.6% | $5,403-85.6% |