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 | $8,023 | $129,942-93.8% | $104,294-92.3% | $134,475-94.0% |
| Participation rate | 87.5% | 79.5%+8.0pp | 73.3%+14.2pp | 81.2%+6.3pp |
| Annual return | -25.04% | 42.03%-67.1pp | 24.61%-49.6pp | 417.96%-443.0pp |
| Employer contribution / active EE | $1,532 | $4,184-63.4% | $3,372-54.6% | $4,740-67.7% |
| Participant deferral / active EE | $4,924 | $5,588-11.9% | $4,625+6.5% | $6,400-23.1% |
| Admin fee / account holder | $501 | $9,323-94.6% | $7,339-93.2% | $11,426-95.6% |