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 | $7,592 | $83,427-90.9% | $115,756-93.4% | $68,494-88.9% |
| Participation rate | 80.0% | 71.9%+8.1pp | 77.1%+2.9pp | 67.9%+12.1pp |
| Annual return | -21.45% | -10.95%-10.5pp | 143.14%-164.6pp | -7.84%-13.6pp |
| Employer contribution / active EE | $1,831 | $3,075-40.4% | $3,793-51.7% | $2,596-29.5% |
| Participant deferral / active EE | $2,972 | $5,355-44.5% | $6,254-52.5% | $4,027-26.2% |
| Admin fee / account holder | $438 | $5,708-92.3% | $8,124-94.6% | $5,403-91.9% |