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 | $6,472 | $73,867-91.2% | $143,757-95.5% | $68,494-90.6% |
| Participation rate | 97.1% | 66.7%+30.5pp | 80.3%+16.8pp | 67.9%+29.3pp |
| Annual return | -21.34% | 1.01%-22.3pp | -0.04%-21.3pp | -7.84%-13.5pp |
| Employer contribution / active EE | $1,888 | $3,184-40.7% | $4,951-61.9% | $2,596-27.3% |
| Participant deferral / active EE | $3,157 | $3,384-6.7% | $5,637-44.0% | $4,027-21.6% |
| Admin fee / account holder | $1,301 | $5,755-77.4% | $14,673-91.1% | $5,403-75.9% |