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 4-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 | $2,766 | $73,867-96.3% | $143,757-98.1% | $68,494-96.0% |
| Participation rate | 72.0% | 66.7%+5.3pp | 80.3%-8.3pp | 67.9%+4.1pp |
| Annual return | -43.32% | 1.01%-44.3pp | -0.04%-43.3pp | -7.84%-35.5pp |
| Employer contribution / active EE | $1,181 | $3,184-62.9% | $4,951-76.2% | $2,596-54.5% |
| Participant deferral / active EE | $1,005 | $3,384-70.3% | $5,637-82.2% | $4,027-75.0% |
| Admin fee / account holder | $432 | $5,755-92.5% | $14,673-97.1% | $5,403-92.0% |