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 | $6,804 | $95,862-92.9% | $79,550-91.4% | $134,475-94.9% |
| Participation rate | 90.5% | 75.0%+15.4pp | 69.5%+21.0pp | 81.2%+9.3pp |
| Annual return | -39.49% | -2.69%-36.8pp | 0.16%-39.7pp | 417.96%-457.5pp |
| Employer contribution / active EE | $3,828 | $3,128+22.4% | $2,413+58.6% | $4,740-19.2% |
| Participant deferral / active EE | $2,959 | $4,693-36.9% | $3,985-25.7% | $6,400-53.8% |
| Admin fee / account holder | $467 | $9,126-94.9% | $6,832-93.2% | $11,426-95.9% |