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 | $14,208 | $167,307-91.5% | $143,757-90.1% | $134,475-89.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -22.54% | 0.46%-23.0pp | -0.04%-22.5pp | 417.96%-440.5pp |
| Employer contribution / active EE | $4,336 | $5,619-22.8% | $4,951-12.4% | $4,740-8.5% |
| Participant deferral / active EE | $7,987 | $6,446+23.9% | $5,637+41.7% | $6,400+24.8% |
| Admin fee / account holder | $901 | $18,088-95.0% | $14,673-93.9% | $11,426-92.1% |