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 8-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 | $17,806 | $73,004-75.6% | $90,749-80.4% | $68,494-74.0% |
| Participation rate | 90.3% | 70.8%+19.5pp | 75.7%+14.6pp | 67.9%+22.4pp |
| Annual return | -19.84% | -13.81%-6.0pp | -12.16%-7.7pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,557 | $2,193-29.0% | $2,921-46.7% | $2,596-40.0% |
| Participant deferral / active EE | $2,388 | $3,627-34.2% | $4,564-47.7% | $4,027-40.7% |
| Admin fee / account holder | $708 | $5,896-88.0% | $8,445-91.6% | $5,403-86.9% |