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 | $7,846 | $85,790-90.9% | $67,313-88.3% | $135,375-94.2% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -16.65% | -0.54%-16.1pp | -4.08%-12.6pp | 519.73%-536.4pp |
| Employer contribution / active EE | $1,578 | $3,487-54.8% | $2,566-38.5% | $4,779-67.0% |
| Participant deferral / active EE | $3,680 | $4,651-20.9% | $3,568+3.1% | $5,609-34.4% |
| Admin fee / account holder | $809 | $6,392-87.4% | $4,507-82.1% | $10,827-92.5% |