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 3-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 | $10,368 | $201,272-94.8% | $184,203-94.4% | $145,922-92.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -38.18% | 29.00%-67.2pp | 28.81%-67.0pp | 561.29%-599.5pp |
| Employer contribution / active EE | $3,097 | $7,022-55.9% | $6,427-51.8% | $4,660-33.5% |
| Participant deferral / active EE | $6,423 | $9,806-34.5% | $9,131-29.7% | $6,688-4.0% |
| Admin fee / account holder | $933 | $16,364-94.3% | $13,901-93.3% | $13,397-93.0% |