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 | $13,935 | $105,860-86.8% | $90,749-84.6% | $134,475-89.6% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -21.95% | -11.01%-10.9pp | -12.16%-9.8pp | 417.96%-439.9pp |
| Employer contribution / active EE | $965 | $3,462-72.1% | $2,921-67.0% | $4,740-79.6% |
| Participant deferral / active EE | $5,443 | $5,216+4.4% | $4,564+19.3% | $6,400-14.9% |
| Admin fee / account holder | $2,868 | $13,938-79.4% | $8,445-66.0% | $11,426-74.9% |