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 | $7,471 | $79,633-90.6% | $93,789-92.0% | $68,494-89.1% |
| Participation rate | 95.6% | 75.4%+20.2pp | 81.0%+14.6pp | 67.9%+27.7pp |
| Annual return | -24.19% | -0.10%-24.1pp | -11.33%-12.9pp | -7.84%-16.3pp |
| Employer contribution / active EE | $1,823 | $3,665-50.3% | $4,323-57.8% | $2,596-29.8% |
| Participant deferral / active EE | $3,785 | $5,158-26.6% | $6,094-37.9% | $4,027-6.0% |
| Admin fee / account holder | $912 | $6,871-86.7% | $7,195-87.3% | $5,403-83.1% |