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 | $6,318 | $84,527-92.5% | $67,711-90.7% | $125,391-95.0% |
| Participation rate | 83.3% | 74.8%+8.5pp | 67.5%+15.8pp | 83.2%+0.1pp |
| Annual return | -15.39% | 2.57%-18.0pp | 25.41%-40.8pp | 282.22%-297.6pp |
| Employer contribution / active EE | $1,456 | $3,292-55.8% | $2,559-43.1% | $4,866-70.1% |
| Participant deferral / active EE | $2,812 | $4,429-36.5% | $3,585-21.6% | $5,352-47.5% |
| Admin fee / account holder | $476 | $5,340-91.1% | $4,255-88.8% | $9,540-95.0% |