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 | $18,066 | $167,484-89.2% | $151,611-88.1% | $134,475-86.6% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -29.18% | 7.80%-37.0pp | 3.33%-32.5pp | 417.96%-447.1pp |
| Employer contribution / active EE | $2,920 | $6,829-57.2% | $6,166-52.6% | $4,740-38.4% |
| Participant deferral / active EE | $6,823 | $8,986-24.1% | $8,363-18.4% | $6,400+6.6% |
| Admin fee / account holder | $416 | $13,783-97.0% | $11,616-96.4% | $11,426-96.4% |