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 6-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 | $7,155 | $73,867-90.3% | $143,757-95.0% | $68,494-89.6% |
| Participation rate | 82.8% | 66.7%+16.1pp | 80.3%+2.5pp | 67.9%+14.9pp |
| Annual return | -23.18% | 1.01%-24.2pp | -0.04%-23.1pp | -7.84%-15.3pp |
| Employer contribution / active EE | $417 | $3,184-86.9% | $4,951-91.6% | $2,596-83.9% |
| Participant deferral / active EE | $1,675 | $3,384-50.5% | $5,637-70.3% | $4,027-58.4% |
| Admin fee / account holder | $707 | $5,755-87.7% | $14,673-95.2% | $5,403-86.9% |