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 | $11,525 | $48,300-76.1% | $40,145,923-100.0% | $62,891-81.7% |
| Participation rate | 100.0% | 62.0%+38.0pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | -5.27% | 6.95%-12.2pp | 5.24%-10.5pp | 20.14%-25.4pp |
| Employer contribution / active EE | $1,286 | $1,333-3.6% | $1,844-30.3% | $2,281-43.6% |
| Participant deferral / active EE | $0 | $2,388-100.0% | $2,591-100.0% | $3,203-100.0% |
| Admin fee / account holder | $842 | $2,919-71.1% | $2,903-71.0% | $4,296-80.4% |