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 9-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 | $4,028 | $73,004-94.5% | $90,749-95.6% | $68,494-94.1% |
| Participation rate | 86.9% | 70.8%+16.1pp | 75.7%+11.2pp | 67.9%+19.0pp |
| Annual return | -30.68% | -13.81%-16.9pp | -12.16%-18.5pp | -7.84%-22.8pp |
| Employer contribution / active EE | $1,119 | $2,193-49.0% | $2,921-61.7% | $2,596-56.9% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $703 | $5,896-88.1% | $8,445-91.7% | $5,403-87.0% |