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 | $6,401 | $43,327-85.2% | $59,878-89.3% | $64,186-90.0% |
| Participation rate | 86.7% | 69.2%+17.5pp | 74.7%+12.0pp | 69.6%+17.1pp |
| Annual return | -10.62% | -1.55%-9.1pp | 3.46%-14.1pp | 7.63%-18.3pp |
| Employer contribution / active EE | $1,454 | $2,028-28.3% | $2,722-46.6% | $2,381-38.9% |
| Participant deferral / active EE | $2,193 | $2,546-13.9% | $3,402-35.5% | $3,470-36.8% |
| Admin fee / account holder | $752 | $3,005-75.0% | $3,590-79.1% | $4,888-84.6% |