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 | $12,236 | $100,754-87.9% | $86,677-85.9% | $134,475-90.9% |
| Participation rate | 82.4% | 78.9%+3.4pp | 76.6%+5.8pp | 81.2%+1.1pp |
| Annual return | -24.93% | 29.04%-54.0pp | 35.91%-60.8pp | 417.96%-442.9pp |
| Employer contribution / active EE | $3,285 | $3,489-5.9% | $2,836+15.8% | $4,740-30.7% |
| Participant deferral / active EE | $5,754 | $5,338+7.8% | $4,656+23.6% | $6,400-10.1% |
| Admin fee / account holder | $1,067 | $10,926-90.2% | $7,493-85.8% | $11,426-90.7% |