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 | $10,366 | $167,484-93.8% | $151,611-93.2% | $134,475-92.3% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -24.35% | 7.80%-32.1pp | 3.33%-27.7pp | 417.96%-442.3pp |
| Employer contribution / active EE | $2,071 | $6,829-69.7% | $6,166-66.4% | $4,740-56.3% |
| Participant deferral / active EE | $5,425 | $8,986-39.6% | $8,363-35.1% | $6,400-15.2% |
| Admin fee / account holder | $367 | $13,783-97.3% | $11,616-96.8% | $11,426-96.8% |