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 | $10,438 | $56,484-81.5% | $169,463-93.8% | $64,186-83.7% |
| Participation rate | 97.9% | 64.5%+33.3pp | 77.8%+20.1pp | 69.6%+28.3pp |
| Annual return | -31.42% | -1.55%-29.9pp | 1.83%-33.2pp | 7.63%-39.1pp |
| Employer contribution / active EE | $4,835 | $1,832+163.9% | $4,159+16.3% | $2,381+103.1% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,109 | $4,174-49.5% | $9,109-76.9% | $4,888-56.9% |