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 | $9,879 | $100,754-90.2% | $86,677-88.6% | $134,475-92.7% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -32.85% | 29.04%-61.9pp | 35.91%-68.8pp | 417.96%-450.8pp |
| Employer contribution / active EE | $1,979 | $3,489-43.3% | $2,836-30.2% | $4,740-58.2% |
| Participant deferral / active EE | $6,448 | $5,338+20.8% | $4,656+38.5% | $6,400+0.8% |
| Admin fee / account holder | $2,684 | $10,926-75.4% | $7,493-64.2% | $11,426-76.5% |