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 | $8,657 | $95,862-91.0% | $79,550-89.1% | $134,475-93.6% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -25.60% | -2.69%-22.9pp | 0.16%-25.8pp | 417.96%-443.6pp |
| Employer contribution / active EE | $2,892 | $3,128-7.6% | $2,413+19.8% | $4,740-39.0% |
| Participant deferral / active EE | $2,960 | $4,693-36.9% | $3,985-25.7% | $6,400-53.8% |
| Admin fee / account holder | $974 | $9,126-89.3% | $6,832-85.7% | $11,426-91.5% |