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 | $1,806 | $73,867-97.6% | $143,757-98.7% | $68,494-97.4% |
| Participation rate | 93.5% | 66.7%+26.9pp | 80.3%+13.2pp | 67.9%+25.7pp |
| Annual return | -26.03% | 1.01%-27.0pp | -0.04%-26.0pp | -7.84%-18.2pp |
| Employer contribution / active EE | $607 | $3,184-80.9% | $4,951-87.7% | $2,596-76.6% |
| Participant deferral / active EE | $2,251 | $3,384-33.5% | $5,637-60.1% | $4,027-44.1% |
| Admin fee / account holder | $1,271 | $5,755-77.9% | $14,673-91.3% | $5,403-76.5% |