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 10-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 | $18,842 | $138,065-86.4% | $123,544-84.7% | $135,375-86.1% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -13.01% | 153.68%-166.7pp | 119.20%-132.2pp | 519.73%-532.7pp |
| Employer contribution / active EE | $1,122 | $5,151-78.2% | $4,628-75.8% | $4,779-76.5% |
| Participant deferral / active EE | $6,933 | $6,799+2.0% | $6,426+7.9% | $5,609+23.6% |
| Admin fee / account holder | $2,414 | $10,916-77.9% | $9,284-74.0% | $10,827-77.7% |