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 | $14,284 | $167,307-91.5% | $143,757-90.1% | $134,475-89.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -53.91% | 0.46%-54.4pp | -0.04%-53.9pp | 417.96%-471.9pp |
| Employer contribution / active EE | $3,020 | $5,619-46.2% | $4,951-39.0% | $4,740-36.3% |
| Participant deferral / active EE | $8,116 | $6,446+25.9% | $5,637+44.0% | $6,400+26.8% |
| Admin fee / account holder | $2,728 | $18,088-84.9% | $14,673-81.4% | $11,426-76.1% |