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 | $23,225 | $86,655-73.2% | $119,609-80.6% | $66,914-65.3% |
| Participation rate | 71.6% | 75.6%-4.0pp | 79.3%-7.7pp | 69.8%+1.8pp |
| Annual return | -19.05% | -8.00%-11.1pp | -14.97%-4.1pp | 1.58%-20.6pp |
| Employer contribution / active EE | $1,060 | $2,536-58.2% | $4,232-75.0% | $2,544-58.4% |
| Participant deferral / active EE | $2,563 | $4,358-41.2% | $5,602-54.2% | $4,237-39.5% |
| Admin fee / account holder | $2,265 | $755+200.1% | $10,323-78.1% | $593+281.8% |