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 8-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 | $15,934 | $105,860-84.9% | $90,749-82.4% | $134,475-88.2% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -22.39% | -11.01%-11.4pp | -12.16%-10.2pp | 417.96%-440.4pp |
| Employer contribution / active EE | $1,487 | $3,462-57.0% | $2,921-49.1% | $4,740-68.6% |
| Participant deferral / active EE | $2,481 | $5,216-52.4% | $4,564-45.6% | $6,400-61.2% |
| Admin fee / account holder | $2,513 | $13,938-82.0% | $8,445-70.2% | $11,426-78.0% |