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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,477 | $78,422-73.9% | $95,952-78.7% | $79,858-74.4% |
| Participation rate | 96.9% | 73.5%+23.4pp | 77.1%+19.8pp | 69.6%+27.3pp |
| Annual return | -2.30% | 19.37%-21.7pp | 91.61%-93.9pp | 31.71%-34.0pp |
| Employer contribution / active EE | $1,202 | $1,945-38.2% | $2,541-52.7% | $2,471-51.3% |
| Participant deferral / active EE | $3,206 | $3,440-6.8% | $4,167-23.1% | $3,740-14.3% |
| Admin fee / account holder | $358 | $5,622-93.6% | $6,795-94.7% | $5,306-93.2% |