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 | $6,606 | $167,307-96.1% | $143,757-95.4% | $134,475-95.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -34.43% | 0.46%-34.9pp | -0.04%-34.4pp | 417.96%-452.4pp |
| Employer contribution / active EE | $2,706 | $5,619-51.8% | $4,951-45.3% | $4,740-42.9% |
| Participant deferral / active EE | $8,150 | $6,446+26.4% | $5,637+44.6% | $6,400+27.4% |
| Admin fee / account holder | $491 | $18,088-97.3% | $14,673-96.7% | $11,426-95.7% |