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 | $3,883 | $69,518-94.4% | $59,878-93.5% | $135,375-97.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -20.14% | 7.94%-28.1pp | 3.46%-23.6pp | 519.73%-539.9pp |
| Employer contribution / active EE | $1,088 | $3,235-66.4% | $2,722-60.0% | $4,779-77.2% |
| Participant deferral / active EE | $957 | $4,206-77.3% | $3,402-71.9% | $5,609-82.9% |
| Admin fee / account holder | $414 | $5,734-92.8% | $3,590-88.5% | $10,827-96.2% |