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 | $6,824 | $81,900-91.7% | $119,609-94.3% | $68,494-90.0% |
| Participation rate | 88.0% | 71.9%+16.1pp | 79.3%+8.7pp | 67.9%+20.1pp |
| Annual return | -23.42% | -23.82%+0.4pp | -14.97%-8.5pp | -7.84%-15.6pp |
| Employer contribution / active EE | $1,552 | $2,693-42.4% | $4,232-63.3% | $2,596-40.2% |
| Participant deferral / active EE | $3,530 | $4,148-14.9% | $5,602-37.0% | $4,027-12.3% |
| Admin fee / account holder | $761 | $6,582-88.4% | $10,323-92.6% | $5,403-85.9% |