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 8-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 | $4,187 | $62,586-93.3% | $76,768-94.5% | $64,186-93.5% |
| Participation rate | 94.6% | 72.8%+21.8pp | 77.0%+17.6pp | 69.6%+25.0pp |
| Annual return | -10.93% | -1.95%-9.0pp | 2.43%-13.4pp | 7.63%-18.6pp |
| Employer contribution / active EE | $796 | $1,832-56.5% | $2,485-68.0% | $2,381-66.6% |
| Participant deferral / active EE | $1,911 | $3,145-39.2% | $3,852-50.4% | $3,470-44.9% |
| Admin fee / account holder | $1,214 | $4,667-74.0% | $6,675-81.8% | $4,888-75.2% |