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 | $10,126 | $79,633-87.3% | $93,789-89.2% | $68,494-85.2% |
| Participation rate | 91.7% | 75.4%+16.3pp | 81.0%+10.7pp | 67.9%+23.8pp |
| Annual return | -21.27% | -0.10%-21.2pp | -11.33%-9.9pp | -7.84%-13.4pp |
| Employer contribution / active EE | $3,542 | $3,665-3.4% | $4,323-18.1% | $2,596+36.4% |
| Participant deferral / active EE | $0 | $5,158-100.0% | $6,094-100.0% | $4,027-100.0% |
| Admin fee / account holder | $366 | $6,871-94.7% | $7,195-94.9% | $5,403-93.2% |