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 7-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 | $9,878 | $59,107-83.3% | $86,436-88.6% | $68,494-85.6% |
| Participation rate | 92.6% | 75.2%+17.4pp | 80.3%+12.3pp | 67.9%+24.7pp |
| Annual return | -24.74% | -0.23%-24.5pp | 4394.89%-4419.6pp | -7.84%-16.9pp |
| Employer contribution / active EE | $1,023 | $2,519-59.4% | $3,769-72.8% | $2,596-60.6% |
| Participant deferral / active EE | $5,973 | $5,901+1.2% | $6,952-14.1% | $4,027+48.3% |
| Admin fee / account holder | $1,482 | $5,637-73.7% | $6,731-78.0% | $5,403-72.6% |