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 | $5,683 | $129,942-95.6% | $104,294-94.6% | $134,475-95.8% |
| Participation rate | 76.5% | 79.5%-3.1pp | 73.3%+3.2pp | 81.2%-4.8pp |
| Annual return | -24.44% | 42.03%-66.5pp | 24.61%-49.0pp | 417.96%-442.4pp |
| Employer contribution / active EE | $1,403 | $4,184-66.5% | $3,372-58.4% | $4,740-70.4% |
| Participant deferral / active EE | $3,195 | $5,588-42.8% | $4,625-30.9% | $6,400-50.1% |
| Admin fee / account holder | $320 | $9,323-96.6% | $7,339-95.6% | $11,426-97.2% |