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 | $8,142 | $73,867-89.0% | $143,757-94.3% | $68,494-88.1% |
| Participation rate | 95.2% | 66.7%+28.5pp | 80.3%+14.9pp | 67.9%+27.3pp |
| Annual return | -27.37% | 1.01%-28.4pp | -0.04%-27.3pp | -7.84%-19.5pp |
| Employer contribution / active EE | $1,901 | $3,184-40.3% | $4,951-61.6% | $2,596-26.8% |
| Participant deferral / active EE | $2,482 | $3,384-26.7% | $5,637-56.0% | $4,027-38.4% |
| Admin fee / account holder | $678 | $5,755-88.2% | $14,673-95.4% | $5,403-87.5% |