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 | $16,137 | $142,344-88.7% | $119,609-86.5% | $134,475-88.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.68% | -12.44%-9.2pp | -14.97%-6.7pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,281 | $5,222-75.5% | $4,232-69.7% | $4,740-73.0% |
| Participant deferral / active EE | $8,380 | $6,469+29.5% | $5,602+49.6% | $6,400+30.9% |
| Admin fee / account holder | $1,603 | $13,584-88.2% | $10,323-84.5% | $11,426-86.0% |