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 | $9,320 | $133,958-93.0% | $112,228-91.7% | $134,475-93.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -31.08% | 47.11%-78.2pp | 27.45%-58.5pp | 417.96%-449.0pp |
| Employer contribution / active EE | $2,594 | $4,038-35.8% | $3,635-28.6% | $4,740-45.3% |
| Participant deferral / active EE | $3,870 | $5,291-26.8% | $4,728-18.1% | $6,400-39.5% |
| Admin fee / account holder | $407 | $7,489-94.6% | $6,410-93.6% | $11,426-96.4% |