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 | $3,338 | $82,286-95.9% | $68,791-95.1% | $134,475-97.5% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.0%+18.5pp | 81.2%+6.3pp |
| Annual return | -21.90% | -2.19%-19.7pp | -6.38%-15.5pp | 417.96%-439.9pp |
| Employer contribution / active EE | $765 | $3,301-76.8% | $2,655-71.2% | $4,740-83.9% |
| Participant deferral / active EE | $1,043 | $4,739-78.0% | $3,941-73.5% | $6,400-83.7% |
| Admin fee / account holder | $332 | $6,481-94.9% | $4,932-93.3% | $11,426-97.1% |