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 | $22,744 | $71,883-68.4% | $86,677-73.8% | $68,494-66.8% |
| Participation rate | 91.2% | 72.2%+19.0pp | 76.6%+14.7pp | 67.9%+23.3pp |
| Annual return | -22.86% | 3.52%-26.4pp | 35.91%-58.8pp | -7.84%-15.0pp |
| Employer contribution / active EE | $2,678 | $2,173+23.3% | $2,836-5.6% | $2,596+3.2% |
| Participant deferral / active EE | $4,760 | $3,779+26.0% | $4,656+2.2% | $4,027+18.2% |
| Admin fee / account holder | $387 | $6,112-93.7% | $7,493-94.8% | $5,403-92.8% |