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 7-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 | $23,228 | $81,900-71.6% | $119,609-80.6% | $68,494-66.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -19.87% | -23.82%+3.9pp | -14.97%-4.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $4,782 | $2,693+77.5% | $4,232+13.0% | $2,596+84.2% |
| Participant deferral / active EE | $6,695 | $4,148+61.4% | $5,602+19.5% | $4,027+66.2% |
| Admin fee / account holder | $3,405 | $6,582-48.3% | $10,323-67.0% | $5,403-37.0% |