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 10-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 | $5,714 | $77,899-92.7% | $149,673-96.2% | $75,163-92.4% |
| Participation rate | 95.2% | 65.6%+29.7pp | 78.8%+16.5pp | 67.2%+28.0pp |
| Annual return | -0.93% | 31.72%-32.6pp | 134.42%-135.3pp | 160.62%-161.5pp |
| Employer contribution / active EE | $393 | $3,137-87.5% | $4,818-91.8% | $2,670-85.3% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $549 | $5,956-90.8% | $13,210-95.8% | $5,651-90.3% |