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 | $9,872 | $59,805-83.5% | $79,550-87.6% | $68,494-85.6% |
| Participation rate | 72.9% | 61.1%+11.9pp | 69.5%+3.5pp | 67.9%+5.1pp |
| Annual return | -36.97% | -12.30%-24.7pp | 0.16%-37.1pp | -7.84%-29.1pp |
| Employer contribution / active EE | $1,637 | $1,505+8.8% | $2,413-32.1% | $2,596-36.9% |
| Participant deferral / active EE | $3,808 | $3,024+25.9% | $3,985-4.4% | $4,027-5.4% |
| Admin fee / account holder | $1,651 | $4,835-65.8% | $6,832-75.8% | $5,403-69.4% |