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 | $4,007 | $167,307-97.6% | $143,757-97.2% | $134,475-97.0% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -26.09% | 0.46%-26.6pp | -0.04%-26.0pp | 417.96%-444.1pp |
| Employer contribution / active EE | $1,421 | $5,619-74.7% | $4,951-71.3% | $4,740-70.0% |
| Participant deferral / active EE | $2,227 | $6,446-65.4% | $5,637-60.5% | $6,400-65.2% |
| Admin fee / account holder | $329 | $18,088-98.2% | $14,673-97.8% | $11,426-97.1% |