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 | $17,855 | $60,989-70.7% | $60,874-70.7% | $66,914-73.3% |
| Participation rate | 75.5% | 74.5%+1.0pp | 73.1%+2.3pp | 69.8%+5.7pp |
| Annual return | -17.49% | -9.60%-7.9pp | 16.90%-34.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,070 | $2,661-59.8% | $2,701-60.4% | $2,544-57.9% |
| Participant deferral / active EE | $4,791 | $3,615+32.5% | $3,817+25.5% | $4,237+13.1% |
| Admin fee / account holder | $611 | $338+80.6% | $3,224-81.0% | $593+3.1% |