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 4-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 | $9,344 | $167,484-94.4% | $151,611-93.8% | $134,475-93.1% |
| Participation rate | 94.4% | 88.4%+6.1pp | 87.5%+6.9pp | 81.2%+13.2pp |
| Annual return | -34.19% | 7.80%-42.0pp | 3.33%-37.5pp | 417.96%-452.2pp |
| Employer contribution / active EE | $2,199 | $6,829-67.8% | $6,166-64.3% | $4,740-53.6% |
| Participant deferral / active EE | $6,070 | $8,986-32.5% | $8,363-27.4% | $6,400-5.2% |
| Admin fee / account holder | $300 | $13,783-97.8% | $11,616-97.4% | $11,426-97.4% |