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 | $17,080 | $110,094-84.5% | $151,611-88.7% | $68,494-75.1% |
| Participation rate | 96.3% | 84.0%+12.3pp | 87.5%+8.8pp | 67.9%+28.4pp |
| Annual return | -22.16% | -10.12%-12.0pp | 3.33%-25.5pp | -7.84%-14.3pp |
| Employer contribution / active EE | $3,502 | $4,471-21.7% | $6,166-43.2% | $2,596+34.9% |
| Participant deferral / active EE | $6,136 | $6,527-6.0% | $8,363-26.6% | $4,027+52.4% |
| Admin fee / account holder | $636 | $7,719-91.8% | $11,616-94.5% | $5,403-88.2% |