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 | $5,851 | $152,509-96.2% | $117,472-95.0% | $134,475-95.6% |
| Participation rate | 84.6% | 77.1%+7.5pp | 70.6%+14.0pp | 81.2%+3.4pp |
| Annual return | -21.10% | 52.99%-74.1pp | 29.74%-50.8pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,482 | $5,571-73.4% | $4,176-64.5% | $4,740-68.7% |
| Participant deferral / active EE | $3,703 | $4,818-23.1% | $4,070-9.0% | $6,400-42.1% |
| Admin fee / account holder | $2,301 | $7,004-67.2% | $5,645-59.2% | $11,426-79.9% |