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 8-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 | $7,236 | $85,790-91.6% | $67,313-89.3% | $135,375-94.7% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -15.15% | -0.54%-14.6pp | -4.08%-11.1pp | 519.73%-534.9pp |
| Employer contribution / active EE | $1,805 | $3,487-48.2% | $2,566-29.7% | $4,779-62.2% |
| Participant deferral / active EE | $2,754 | $4,651-40.8% | $3,568-22.8% | $5,609-50.9% |
| Admin fee / account holder | $439 | $6,392-93.1% | $4,507-90.3% | $10,827-95.9% |