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 | $10,567 | $92,222-88.5% | $76,768-86.2% | $135,375-92.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -13.74% | 5.46%-19.2pp | 2.43%-16.2pp | 519.73%-533.5pp |
| Employer contribution / active EE | $2,543 | $3,216-20.9% | $2,485+2.3% | $4,779-46.8% |
| Participant deferral / active EE | $5,139 | $4,509+14.0% | $3,852+33.4% | $5,609-8.4% |
| Admin fee / account holder | $384 | $10,748-96.4% | $6,675-94.2% | $10,827-96.5% |