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 | $8,699 | $54,350-84.0% | $82,719-89.5% | $68,494-87.3% |
| Participation rate | 84.6% | 63.9%+20.7pp | 72.6%+12.1pp | 67.9%+16.7pp |
| Annual return | -20.31% | -13.67%-6.6pp | 701.18%-721.5pp | -7.84%-12.5pp |
| Employer contribution / active EE | $2,209 | $2,218-0.4% | $3,009-26.6% | $2,596-14.9% |
| Participant deferral / active EE | $2,662 | $3,246-18.0% | $4,395-39.4% | $4,027-33.9% |
| Admin fee / account holder | $532 | $4,395-87.9% | $5,329-90.0% | $5,403-90.1% |