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 3-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 | $4,596 | $76,407-94.0% | $150,298-96.9% | $82,448-94.4% |
| Participation rate | 75.0% | 66.4%+8.6pp | 77.8%-2.8pp | 68.1%+6.9pp |
| Annual return | -73.80% | 39.99%-113.8pp | 62.79%-136.6pp | 41.64%-115.4pp |
| Employer contribution / active EE | $1,285 | $2,614-50.8% | $4,154-69.1% | $2,551-49.6% |
| Participant deferral / active EE | $1,611 | $3,214-49.9% | $5,453-70.4% | $4,139-61.1% |
| Admin fee / account holder | $337 | $6,352-94.7% | $14,116-97.6% | $7,234-95.3% |