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 | $13,790 | $100,754-86.3% | $86,677-84.1% | $134,475-89.7% |
| Participation rate | 88.2% | 78.9%+9.3pp | 76.6%+11.7pp | 81.2%+7.0pp |
| Annual return | -24.93% | 29.04%-54.0pp | 35.91%-60.8pp | 417.96%-442.9pp |
| Employer contribution / active EE | $1,626 | $3,489-53.4% | $2,836-42.7% | $4,740-65.7% |
| Participant deferral / active EE | $3,837 | $5,338-28.1% | $4,656-17.6% | $6,400-40.0% |
| Admin fee / account holder | $616 | $10,926-94.4% | $7,493-91.8% | $11,426-94.6% |