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 3-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 | $4,721 | $117,983-96.0% | $101,794-95.4% | $142,382-96.7% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.2%+0.8pp | 80.1%-10.1pp |
| Annual return | -17.08% | 36.92%-54.0pp | 30.53%-47.6pp | 217.08%-234.2pp |
| Employer contribution / active EE | $714 | $2,773-74.2% | $2,289-68.8% | $4,299-83.4% |
| Participant deferral / active EE | $2,066 | $4,714-56.2% | $4,084-49.4% | $6,507-68.2% |
| Admin fee / account holder | $1,041 | $10,433-90.0% | $8,777-88.1% | $12,624-91.8% |