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 | $4,449 | $80,717-94.5% | $154,803-97.1% | $84,808-94.8% |
| Participation rate | 72.4% | 66.8%+5.6pp | 78.1%-5.7pp | 68.3%+4.1pp |
| Annual return | -23.90% | 37.96%-61.9pp | 58.88%-82.8pp | 40.90%-64.8pp |
| Employer contribution / active EE | $1,450 | $2,761-47.5% | $4,305-66.3% | $2,631-44.9% |
| Participant deferral / active EE | $1,150 | $3,303-65.2% | $5,540-79.2% | $4,212-72.7% |
| Admin fee / account holder | $617 | $6,746-90.9% | $14,329-95.7% | $7,344-91.6% |