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 | $22,617 | $59,186-61.8% | $76,768-70.5% | $56,287-59.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -9.26% | 6.62%-15.9pp | 2.43%-11.7pp | -9.96%+0.7pp |
| Employer contribution / active EE | $2,344 | $1,759+33.3% | $2,485-5.7% | $2,111+11.0% |
| Participant deferral / active EE | $5,760 | $3,255+77.0% | $3,852+49.6% | $3,350+72.0% |
| Admin fee / account holder | $450 | $489-8.0% | $6,675-93.3% | $521-13.6% |