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 | $14,918 | $59,805-75.1% | $79,550-81.2% | $68,494-78.2% |
| Participation rate | 81.8% | 61.1%+20.8pp | 69.5%+12.3pp | 67.9%+13.9pp |
| Annual return | -21.28% | -12.30%-9.0pp | 0.16%-21.4pp | -7.84%-13.4pp |
| Employer contribution / active EE | $5,705 | $1,505+279.1% | $2,413+136.4% | $2,596+119.7% |
| Participant deferral / active EE | $2,646 | $3,024-12.5% | $3,985-33.6% | $4,027-34.3% |
| Admin fee / account holder | $886 | $4,835-81.7% | $6,832-87.0% | $5,403-83.6% |