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 8-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 | $11,554 | $142,344-91.9% | $119,609-90.3% | $134,475-91.4% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -28.73% | -12.44%-16.3pp | -14.97%-13.8pp | 417.96%-446.7pp |
| Employer contribution / active EE | $2,020 | $5,222-61.3% | $4,232-52.3% | $4,740-57.4% |
| Participant deferral / active EE | $4,988 | $6,469-22.9% | $5,602-11.0% | $6,400-22.1% |
| Admin fee / account holder | $529 | $13,584-96.1% | $10,323-94.9% | $11,426-95.4% |