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 | $8,430 | $142,344-94.1% | $119,609-93.0% | $134,475-93.7% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -20.30% | -12.44%-7.9pp | -14.97%-5.3pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,439 | $5,222-72.4% | $4,232-66.0% | $4,740-69.6% |
| Participant deferral / active EE | $1,971 | $6,469-69.5% | $5,602-64.8% | $6,400-69.2% |
| Admin fee / account holder | $626 | $13,584-95.4% | $10,323-93.9% | $11,426-94.5% |