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 4-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 | $8,242 | $95,862-91.4% | $79,550-89.6% | $134,475-93.9% |
| Participation rate | 72.7% | 75.0%-2.3pp | 69.5%+3.2pp | 81.2%-8.5pp |
| Annual return | -22.94% | -2.69%-20.3pp | 0.16%-23.1pp | 417.96%-440.9pp |
| Employer contribution / active EE | $2,474 | $3,128-20.9% | $2,413+2.5% | $4,740-47.8% |
| Participant deferral / active EE | $2,196 | $4,693-53.2% | $3,985-44.9% | $6,400-65.7% |
| Admin fee / account holder | $1,021 | $9,126-88.8% | $6,832-85.1% | $11,426-91.1% |