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 | $13,354 | $175,600-92.4% | $129,110-89.7% | $134,475-90.1% |
| Participation rate | 77.8% | 81.6%-3.8pp | 77.3%+0.5pp | 81.2%-3.4pp |
| Annual return | -24.41% | -11.39%-13.0pp | -10.94%-13.5pp | 417.96%-442.4pp |
| Employer contribution / active EE | $1,812 | $6,355-71.5% | $5,052-64.1% | $4,740-61.8% |
| Participant deferral / active EE | $4,369 | $7,975-45.2% | $6,542-33.2% | $6,400-31.7% |
| Admin fee / account holder | $445 | $23,567-98.1% | $14,302-96.9% | $11,426-96.1% |