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 | $5,680 | $73,867-92.3% | $143,757-96.0% | $68,494-91.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -23.46% | 1.01%-24.5pp | -0.04%-23.4pp | -7.84%-15.6pp |
| Employer contribution / active EE | $1,095 | $3,184-65.6% | $4,951-77.9% | $2,596-57.8% |
| Participant deferral / active EE | $2,369 | $3,384-30.0% | $5,637-58.0% | $4,027-41.2% |
| Admin fee / account holder | $323 | $5,755-94.4% | $14,673-97.8% | $5,403-94.0% |