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 6-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 | $4,085 | $85,790-95.2% | $67,313-93.9% | $135,375-97.0% |
| Participation rate | 77.8% | 76.5%+1.3pp | 69.1%+8.7pp | 82.6%-4.9pp |
| Annual return | -32.14% | -0.54%-31.6pp | -4.08%-28.1pp | 519.73%-551.9pp |
| Employer contribution / active EE | $809 | $3,487-76.8% | $2,566-68.5% | $4,779-83.1% |
| Participant deferral / active EE | $1,603 | $4,651-65.5% | $3,568-55.1% | $5,609-71.4% |
| Admin fee / account holder | $365 | $6,392-94.3% | $4,507-91.9% | $10,827-96.6% |