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 5-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 | $5,526 | $167,307-96.7% | $143,757-96.2% | $134,475-95.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.40% | 0.46%-27.9pp | -0.04%-27.4pp | 417.96%-445.4pp |
| Employer contribution / active EE | $1,526 | $5,619-72.8% | $4,951-69.2% | $4,740-67.8% |
| Participant deferral / active EE | $2,548 | $6,446-60.5% | $5,637-54.8% | $6,400-60.2% |
| Admin fee / account holder | $359 | $18,088-98.0% | $14,673-97.6% | $11,426-96.9% |