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 | $14,964 | $167,307-91.1% | $143,757-89.6% | $134,475-88.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.27% | 0.46%-29.7pp | -0.04%-29.2pp | 417.96%-447.2pp |
| Employer contribution / active EE | $2,045 | $5,619-63.6% | $4,951-58.7% | $4,740-56.8% |
| Participant deferral / active EE | $8,610 | $6,446+33.6% | $5,637+52.7% | $6,400+34.5% |
| Admin fee / account holder | $318 | $18,088-98.2% | $14,673-97.8% | $11,426-97.2% |