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 8-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 | $5,093 | $57,354-91.1% | $83,848-93.9% | $64,186-92.1% |
| Participation rate | 94.6% | 68.6%+26.0pp | 76.1%+18.4pp | 69.6%+25.0pp |
| Annual return | -9.28% | 11.38%-20.7pp | 850.88%-860.2pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,189 | $2,545-53.3% | $3,631-67.2% | $2,381-50.0% |
| Participant deferral / active EE | $1,493 | $2,993-50.1% | $4,082-63.4% | $3,470-57.0% |
| Admin fee / account holder | $475 | $4,046-88.3% | $5,478-91.3% | $4,888-90.3% |