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 | $3,230 | $82,286-96.1% | $68,791-95.3% | $134,475-97.6% |
| Participation rate | 85.7% | 75.1%+10.7pp | 69.0%+16.7pp | 81.2%+4.5pp |
| Annual return | -41.52% | -2.19%-39.3pp | -6.38%-35.1pp | 417.96%-459.5pp |
| Employer contribution / active EE | $1,895 | $3,301-42.6% | $2,655-28.6% | $4,740-60.0% |
| Participant deferral / active EE | $3,514 | $4,739-25.8% | $3,941-10.8% | $6,400-45.1% |
| Admin fee / account holder | $1,749 | $6,481-73.0% | $4,932-64.5% | $11,426-84.7% |