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 9-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 | $5,739 | $54,726-89.5% | $68,793-91.7% | $64,186-91.1% |
| Participation rate | 73.1% | 68.0%+5.0pp | 72.2%+0.8pp | 69.6%+3.5pp |
| Annual return | -21.99% | -1.62%-20.4pp | -4.63%-17.4pp | 7.63%-29.6pp |
| Employer contribution / active EE | $1,499 | $1,846-18.8% | $2,625-42.9% | $2,381-37.1% |
| Participant deferral / active EE | $2,717 | $2,626+3.4% | $3,311-18.0% | $3,470-21.7% |
| Admin fee / account holder | $793 | $4,027-80.3% | $5,131-84.5% | $4,888-83.8% |