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 8-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 | $8,659 | $76,912-88.7% | $129,110-93.3% | $68,494-87.4% |
| Participation rate | 94.0% | 69.1%+24.9pp | 77.3%+16.7pp | 67.9%+26.1pp |
| Annual return | -20.67% | -9.78%-10.9pp | -10.94%-9.7pp | -7.84%-12.8pp |
| Employer contribution / active EE | $3,048 | $3,243-6.0% | $5,052-39.7% | $2,596+17.4% |
| Participant deferral / active EE | $3,915 | $4,732-17.3% | $6,542-40.2% | $4,027-2.8% |
| Admin fee / account holder | $590 | $6,638-91.1% | $14,302-95.9% | $5,403-89.1% |