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 | $6,656 | $133,958-95.0% | $112,228-94.1% | $134,475-95.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.22% | 47.11%-69.3pp | 27.45%-49.7pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,279 | $4,038-68.3% | $3,635-64.8% | $4,740-73.0% |
| Participant deferral / active EE | $3,072 | $5,291-41.9% | $4,728-35.0% | $6,400-52.0% |
| Admin fee / account holder | $1,610 | $7,489-78.5% | $6,410-74.9% | $11,426-85.9% |