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 7-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 | $6,549 | $124,281-94.7% | $109,143-94.0% | $167,490-96.1% |
| Participation rate | 91.7% | 79.4%+12.2pp | 75.9%+15.8pp | 82.1%+9.6pp |
| Annual return | -9.93% | 26.04%-36.0pp | 25.75%-35.7pp | 478.56%-488.5pp |
| Employer contribution / active EE | $987 | $4,207-76.5% | $3,722-73.5% | $4,837-79.6% |
| Participant deferral / active EE | $2,496 | $5,255-52.5% | $4,653-46.4% | $6,341-60.6% |
| Admin fee / account holder | $1,306 | $7,970-83.6% | $6,752-80.7% | $12,309-89.4% |