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 4-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 | $24,351 | $110,094-77.9% | $151,611-83.9% | $68,494-64.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -21.00% | -10.12%-10.9pp | 3.33%-24.3pp | -7.84%-13.2pp |
| Employer contribution / active EE | $7,557 | $4,471+69.0% | $6,166+22.6% | $2,596+191.1% |
| Participant deferral / active EE | $13,311 | $6,527+103.9% | $8,363+59.2% | $4,027+230.5% |
| Admin fee / account holder | $2,208 | $7,719-71.4% | $11,616-81.0% | $5,403-59.1% |