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 | $7,036 | $117,841-94.0% | $102,423-93.1% | $145,922-95.2% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | -36.90% | 31.65%-68.5pp | 29.32%-66.2pp | 561.29%-598.2pp |
| Employer contribution / active EE | $1,551 | $3,615-57.1% | $3,023-48.7% | $4,660-66.7% |
| Participant deferral / active EE | $4,722 | $5,731-17.6% | $5,053-6.5% | $6,688-29.4% |
| Admin fee / account holder | $716 | $13,326-94.6% | $9,451-92.4% | $13,397-94.7% |