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 | $3,191 | $100,754-96.8% | $86,677-96.3% | $134,475-97.6% |
| Participation rate | 95.7% | 78.9%+16.7pp | 76.6%+19.1pp | 81.2%+14.4pp |
| Annual return | -30.74% | 29.04%-59.8pp | 35.91%-66.7pp | 417.96%-448.7pp |
| Employer contribution / active EE | $1,962 | $3,489-43.8% | $2,836-30.8% | $4,740-58.6% |
| Participant deferral / active EE | $2,731 | $5,338-48.8% | $4,656-41.3% | $6,400-57.3% |
| Admin fee / account holder | $458 | $10,926-95.8% | $7,493-93.9% | $11,426-96.0% |