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 | $6,843 | $133,958-94.9% | $112,228-93.9% | $134,475-94.9% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -23.76% | 47.11%-70.9pp | 27.45%-51.2pp | 417.96%-441.7pp |
| Employer contribution / active EE | $1,899 | $4,038-53.0% | $3,635-47.8% | $4,740-59.9% |
| Participant deferral / active EE | $2,712 | $5,291-48.7% | $4,728-42.6% | $6,400-57.6% |
| Admin fee / account holder | $519 | $7,489-93.1% | $6,410-91.9% | $11,426-95.5% |