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 | $5,418 | $94,338-94.3% | $100,534-94.6% | $142,382-96.2% |
| Participation rate | 90.9% | 81.7%+9.2pp | 80.6%+10.3pp | 80.1%+10.8pp |
| Annual return | -37.82% | 29.20%-67.0pp | 32.66%-70.5pp | 217.08%-254.9pp |
| Employer contribution / active EE | $2,402 | $4,237-43.3% | $4,346-44.7% | $4,299-44.1% |
| Participant deferral / active EE | $4,285 | $5,934-27.8% | $6,144-30.3% | $6,507-34.2% |
| Admin fee / account holder | $3,794 | $8,421-55.0% | $7,654-50.4% | $12,624-69.9% |