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 5-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 | $7,239 | $82,664-91.2% | $125,339-94.2% | $68,494-89.4% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -41.00% | -5.97%-35.0pp | 572.05%-613.1pp | -7.84%-33.2pp |
| Employer contribution / active EE | $3,338 | $3,381-1.3% | $4,814-30.7% | $2,596+28.6% |
| Participant deferral / active EE | $5,781 | $6,110-5.4% | $7,446-22.4% | $4,027+43.6% |
| Admin fee / account holder | $1,450 | $6,275-76.9% | $10,010-85.5% | $5,403-73.2% |