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 | $5,298 | $167,307-96.8% | $143,757-96.3% | $134,475-96.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -57.47% | 0.46%-57.9pp | -0.04%-57.4pp | 417.96%-475.4pp |
| Employer contribution / active EE | $1,982 | $5,619-64.7% | $4,951-60.0% | $4,740-58.2% |
| Participant deferral / active EE | $4,173 | $6,446-35.3% | $5,637-26.0% | $6,400-34.8% |
| Admin fee / account holder | $306 | $18,088-98.3% | $14,673-97.9% | $11,426-97.3% |