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 | $7,878 | $92,222-91.5% | $76,768-89.7% | $135,375-94.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -12.01% | 5.46%-17.5pp | 2.43%-14.4pp | 519.73%-531.7pp |
| Employer contribution / active EE | $2,120 | $3,216-34.1% | $2,485-14.7% | $4,779-55.6% |
| Participant deferral / active EE | $2,818 | $4,509-37.5% | $3,852-26.8% | $5,609-49.8% |
| Admin fee / account holder | $1,991 | $10,748-81.5% | $6,675-70.2% | $10,827-81.6% |