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 4-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 | $7,415 | $105,860-93.0% | $90,749-91.8% | $134,475-94.5% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -24.38% | -11.01%-13.4pp | -12.16%-12.2pp | 417.96%-442.3pp |
| Employer contribution / active EE | $951 | $3,462-72.5% | $2,921-67.4% | $4,740-79.9% |
| Participant deferral / active EE | $2,730 | $5,216-47.7% | $4,564-40.2% | $6,400-57.3% |
| Admin fee / account holder | $338 | $13,938-97.6% | $8,445-96.0% | $11,426-97.0% |