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 | $6,850 | $133,958-94.9% | $112,228-93.9% | $134,475-94.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -31.10% | 47.11%-78.2pp | 27.45%-58.6pp | 417.96%-449.1pp |
| Employer contribution / active EE | $1,318 | $4,038-67.4% | $3,635-63.7% | $4,740-72.2% |
| Participant deferral / active EE | $2,687 | $5,291-49.2% | $4,728-43.2% | $6,400-58.0% |
| Admin fee / account holder | $1,058 | $7,489-85.9% | $6,410-83.5% | $11,426-90.7% |