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 | $15,176 | $105,860-85.7% | $90,749-83.3% | $134,475-88.7% |
| Participation rate | 78.6% | 78.2%+0.3pp | 75.7%+2.9pp | 81.2%-2.7pp |
| Annual return | -21.08% | -11.01%-10.1pp | -12.16%-8.9pp | 417.96%-439.0pp |
| Employer contribution / active EE | $9,458 | $3,462+173.2% | $2,921+223.8% | $4,740+99.6% |
| Participant deferral / active EE | $5,399 | $5,216+3.5% | $4,564+18.3% | $6,400-15.6% |
| Admin fee / account holder | $438 | $13,938-96.9% | $8,445-94.8% | $11,426-96.2% |