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 | $8,618 | $167,307-94.8% | $143,757-94.0% | $134,475-93.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.16% | 0.46%-25.6pp | -0.04%-25.1pp | 417.96%-443.1pp |
| Employer contribution / active EE | $3,887 | $5,619-30.8% | $4,951-21.5% | $4,740-18.0% |
| Participant deferral / active EE | $6,091 | $6,446-5.5% | $5,637+8.1% | $6,400-4.8% |
| Admin fee / account holder | $366 | $18,088-98.0% | $14,673-97.5% | $11,426-96.8% |