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 | $5,151 | $93,024-94.5% | $77,024-93.3% | $134,475-96.2% |
| Participation rate | 94.4% | 74.5%+20.0pp | 67.9%+26.5pp | 81.2%+13.2pp |
| Annual return | -21.81% | 62.60%-84.4pp | 42.32%-64.1pp | 417.96%-439.8pp |
| Employer contribution / active EE | $762 | $3,418-77.7% | $2,812-72.9% | $4,740-83.9% |
| Participant deferral / active EE | $1,723 | $5,238-67.1% | $4,426-61.1% | $6,400-73.1% |
| Admin fee / account holder | $837 | $6,944-87.9% | $5,425-84.6% | $11,426-92.7% |