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 8-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 | $20,187 | $110,094-81.7% | $151,611-86.7% | $68,494-70.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -21.49% | -10.12%-11.4pp | 3.33%-24.8pp | -7.84%-13.7pp |
| Employer contribution / active EE | $1,998 | $4,471-55.3% | $6,166-67.6% | $2,596-23.0% |
| Participant deferral / active EE | $4,171 | $6,527-36.1% | $8,363-50.1% | $4,027+3.6% |
| Admin fee / account holder | $1,133 | $7,719-85.3% | $11,616-90.2% | $5,403-79.0% |