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 | $4,039 | $93,024-95.7% | $77,024-94.8% | $134,475-97.0% |
| Participation rate | 90.5% | 74.5%+16.0pp | 67.9%+22.6pp | 81.2%+9.3pp |
| Annual return | -23.27% | 62.60%-85.9pp | 42.32%-65.6pp | 417.96%-441.2pp |
| Employer contribution / active EE | $1,257 | $3,418-63.2% | $2,812-55.3% | $4,740-73.5% |
| Participant deferral / active EE | $1,582 | $5,238-69.8% | $4,426-64.3% | $6,400-75.3% |
| Admin fee / account holder | $1,161 | $6,944-83.3% | $5,425-78.6% | $11,426-89.8% |