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 | $26,296 | $110,094-76.1% | $151,611-82.7% | $68,494-61.6% |
| Participation rate | 93.1% | 84.0%+9.1pp | 87.5%+5.6pp | 67.9%+25.2pp |
| Annual return | -22.27% | -10.12%-12.2pp | 3.33%-25.6pp | -7.84%-14.4pp |
| Employer contribution / active EE | $3,509 | $4,471-21.5% | $6,166-43.1% | $2,596+35.2% |
| Participant deferral / active EE | $9,262 | $6,527+41.9% | $8,363+10.7% | $4,027+130.0% |
| Admin fee / account holder | $672 | $7,719-91.3% | $11,616-94.2% | $5,403-87.6% |