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 7-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 | $8,928 | $105,860-91.6% | $90,749-90.2% | $134,475-93.4% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -32.87% | -11.01%-21.9pp | -12.16%-20.7pp | 417.96%-450.8pp |
| Employer contribution / active EE | $2,057 | $3,462-40.6% | $2,921-29.6% | $4,740-56.6% |
| Participant deferral / active EE | $3,888 | $5,216-25.5% | $4,564-14.8% | $6,400-39.2% |
| Admin fee / account holder | $493 | $13,938-96.5% | $8,445-94.2% | $11,426-95.7% |