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 | $12,394 | $90,503-86.3% | $78,689-84.2% | $273,961-95.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -13.60% | 75.60%-89.2pp | 62.18%-75.8pp | 41.45%-55.1pp |
| Employer contribution / active EE | $1,094 | $3,176-65.5% | $2,851-61.6% | $4,869-77.5% |
| Participant deferral / active EE | $972 | $3,901-75.1% | $3,517-72.4% | $5,287-81.6% |
| Admin fee / account holder | $1,050 | $5,263-80.1% | $4,510-76.7% | $10,132-89.6% |