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 | $6,747 | $95,862-93.0% | $79,550-91.5% | $134,475-95.0% |
| Participation rate | 92.3% | 75.0%+17.3pp | 69.5%+22.8pp | 81.2%+11.1pp |
| Annual return | -27.35% | -2.69%-24.7pp | 0.16%-27.5pp | 417.96%-445.3pp |
| Employer contribution / active EE | $2,385 | $3,128-23.8% | $2,413-1.2% | $4,740-49.7% |
| Participant deferral / active EE | $4,735 | $4,693+0.9% | $3,985+18.8% | $6,400-26.0% |
| Admin fee / account holder | $702 | $9,126-92.3% | $6,832-89.7% | $11,426-93.9% |