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 | $11,113 | $167,307-93.4% | $143,757-92.3% | $134,475-91.7% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -26.26% | 0.46%-26.7pp | -0.04%-26.2pp | 417.96%-444.2pp |
| Employer contribution / active EE | $3,253 | $5,619-42.1% | $4,951-34.3% | $4,740-31.4% |
| Participant deferral / active EE | $6,618 | $6,446+2.7% | $5,637+17.4% | $6,400+3.4% |
| Admin fee / account holder | $609 | $18,088-96.6% | $14,673-95.9% | $11,426-94.7% |