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 6-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 | $4,669 | $167,307-97.2% | $143,757-96.8% | $134,475-96.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -56.43% | 0.46%-56.9pp | -0.04%-56.4pp | 417.96%-474.4pp |
| Employer contribution / active EE | $1,396 | $5,619-75.2% | $4,951-71.8% | $4,740-70.5% |
| Participant deferral / active EE | $4,255 | $6,446-34.0% | $5,637-24.5% | $6,400-33.5% |
| Admin fee / account holder | $1,744 | $18,088-90.4% | $14,673-88.1% | $11,426-84.7% |