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 | $11,037 | $64,707-82.9% | $112,228-90.2% | $68,494-83.9% |
| Participation rate | 90.9% | 67.2%+23.8pp | 75.1%+15.8pp | 67.9%+23.0pp |
| Annual return | -22.41% | -11.40%-11.0pp | 27.45%-49.9pp | -7.84%-14.6pp |
| Employer contribution / active EE | $1,662 | $2,746-39.5% | $3,635-54.3% | $2,596-36.0% |
| Participant deferral / active EE | $2,932 | $3,565-17.7% | $4,728-38.0% | $4,027-27.2% |
| Admin fee / account holder | $1,024 | $5,232-80.4% | $6,410-84.0% | $5,403-81.0% |