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 | $8,306 | $73,867-88.8% | $143,757-94.2% | $68,494-87.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -24.21% | 1.01%-25.2pp | -0.04%-24.2pp | -7.84%-16.4pp |
| Employer contribution / active EE | $2,986 | $3,184-6.2% | $4,951-39.7% | $2,596+15.0% |
| Participant deferral / active EE | $3,157 | $3,384-6.7% | $5,637-44.0% | $4,027-21.6% |
| Admin fee / account holder | $835 | $5,755-85.5% | $14,673-94.3% | $5,403-84.6% |