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 | $8,205 | $46,674-82.4% | $117,472-93.0% | $68,494-88.0% |
| Participation rate | 76.0% | 56.8%+19.2pp | 70.6%+5.4pp | 67.9%+8.1pp |
| Annual return | -24.71% | -14.52%-10.2pp | 29.74%-54.4pp | -7.84%-16.9pp |
| Employer contribution / active EE | $2,004 | $1,505+33.2% | $4,176-52.0% | $2,596-22.8% |
| Participant deferral / active EE | $3,027 | $2,636+14.8% | $4,070-25.6% | $4,027-24.8% |
| Admin fee / account holder | $628 | $4,020-84.4% | $5,645-88.9% | $5,403-88.4% |