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 | $5,660 | $46,553-87.8% | $64,056-91.2% | $75,163-92.5% |
| Participation rate | 95.2% | 65.9%+29.3pp | 72.3%+22.9pp | 67.2%+28.0pp |
| Annual return | -16.65% | 26.03%-42.7pp | 33.69%-50.3pp | 160.62%-177.3pp |
| Employer contribution / active EE | $1,602 | $1,974-18.8% | $2,747-41.7% | $2,670-40.0% |
| Participant deferral / active EE | $862 | $2,837-69.6% | $3,880-77.8% | $4,125-79.1% |
| Admin fee / account holder | $321 | $2,952-89.1% | $3,068-89.5% | $5,651-94.3% |