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 3-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 | $11,159 | $117,841-90.5% | $102,423-89.1% | $145,922-92.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -15.42% | 31.65%-47.1pp | 29.32%-44.7pp | 561.29%-576.7pp |
| Employer contribution / active EE | $2,155 | $3,615-40.4% | $3,023-28.7% | $4,660-53.8% |
| Participant deferral / active EE | $4,958 | $5,731-13.5% | $5,053-1.9% | $6,688-25.9% |
| Admin fee / account holder | $1,665 | $13,326-87.5% | $9,451-82.4% | $13,397-87.6% |