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 | $9,034 | $95,862-90.6% | $79,550-88.6% | $134,475-93.3% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -31.95% | -2.69%-29.3pp | 0.16%-32.1pp | 417.96%-449.9pp |
| Employer contribution / active EE | $3,021 | $3,128-3.4% | $2,413+25.2% | $4,740-36.3% |
| Participant deferral / active EE | $4,017 | $4,693-14.4% | $3,985+0.8% | $6,400-37.2% |
| Admin fee / account holder | $3,048 | $9,126-66.6% | $6,832-55.4% | $11,426-73.3% |