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 | $15,428 | $167,307-90.8% | $143,757-89.3% | $134,475-88.5% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -44.91% | 0.46%-45.4pp | -0.04%-44.9pp | 417.96%-462.9pp |
| Employer contribution / active EE | $4,159 | $5,619-26.0% | $4,951-16.0% | $4,740-12.3% |
| Participant deferral / active EE | $6,641 | $6,446+3.0% | $5,637+17.8% | $6,400+3.8% |
| Admin fee / account holder | $496 | $18,088-97.3% | $14,673-96.6% | $11,426-95.7% |