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 5-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 | $5,450 | $95,862-94.3% | $79,550-93.1% | $134,475-95.9% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -39.97% | -2.69%-37.3pp | 0.16%-40.1pp | 417.96%-457.9pp |
| Employer contribution / active EE | $1,273 | $3,128-59.3% | $2,413-47.3% | $4,740-73.1% |
| Participant deferral / active EE | $4,056 | $4,693-13.6% | $3,985+1.8% | $6,400-36.6% |
| Admin fee / account holder | $344 | $9,126-96.2% | $6,832-95.0% | $11,426-97.0% |