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 | $9,927 | $53,162-81.3% | $91,220-89.1% | $68,494-85.5% |
| Participation rate | 73.9% | 63.2%+10.7pp | 73.2%+0.7pp | 67.9%+6.0pp |
| Annual return | -22.63% | -3.14%-19.5pp | 114.01%-136.6pp | -7.84%-14.8pp |
| Employer contribution / active EE | $1,572 | $1,709-8.0% | $2,850-44.8% | $2,596-39.4% |
| Participant deferral / active EE | $1,441 | $2,974-51.6% | $4,234-66.0% | $4,027-64.2% |
| Admin fee / account holder | $914 | $4,493-79.7% | $5,420-83.1% | $5,403-83.1% |