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 | $9,032 | $73,867-87.8% | $143,757-93.7% | $68,494-86.8% |
| Participation rate | 93.3% | 66.7%+26.7pp | 80.3%+13.0pp | 67.9%+25.4pp |
| Annual return | -41.41% | 1.01%-42.4pp | -0.04%-41.4pp | -7.84%-33.6pp |
| Employer contribution / active EE | $959 | $3,184-69.9% | $4,951-80.6% | $2,596-63.1% |
| Participant deferral / active EE | $8,282 | $3,384+144.7% | $5,637+46.9% | $4,027+105.6% |
| Admin fee / account holder | $695 | $5,755-87.9% | $14,673-95.3% | $5,403-87.1% |