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 | $10,955 | $49,177-77.7% | $79,464-86.2% | $64,186-82.9% |
| Participation rate | 74.2% | 65.0%+9.2pp | 73.3%+0.8pp | 69.6%+4.6pp |
| Annual return | -10.63% | -1.16%-9.5pp | 718.14%-728.8pp | 7.63%-18.3pp |
| Employer contribution / active EE | $6,042 | $2,076+191.0% | $2,800+115.8% | $2,381+153.8% |
| Participant deferral / active EE | $838 | $2,821-70.3% | $3,704-77.4% | $3,470-75.9% |
| Admin fee / account holder | $3,571 | $3,839-7.0% | $5,113-30.2% | $4,888-26.9% |