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 | $7,925 | $152,509-94.8% | $117,472-93.3% | $134,475-94.1% |
| Participation rate | 81.8% | 77.1%+4.7pp | 70.6%+11.2pp | 81.2%+0.6pp |
| Annual return | -36.22% | 52.99%-89.2pp | 29.74%-66.0pp | 417.96%-454.2pp |
| Employer contribution / active EE | $2,727 | $5,571-51.0% | $4,176-34.7% | $4,740-42.5% |
| Participant deferral / active EE | $3,366 | $4,818-30.1% | $4,070-17.3% | $6,400-47.4% |
| Admin fee / account holder | $726 | $7,004-89.6% | $5,645-87.1% | $11,426-93.6% |