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 | $7,530 | $72,404-89.6% | $110,238-93.2% | $64,186-88.3% |
| Participation rate | 88.1% | 73.3%+14.8pp | 79.8%+8.3pp | 69.6%+18.5pp |
| Annual return | -11.77% | -6.29%-5.5pp | 314.74%-326.5pp | 7.63%-19.4pp |
| Employer contribution / active EE | $1,192 | $2,282-47.7% | $3,826-68.8% | $2,381-49.9% |
| Participant deferral / active EE | $1,716 | $3,469-50.5% | $4,672-63.3% | $3,470-50.5% |
| Admin fee / account holder | $444 | $5,664-92.2% | $8,547-94.8% | $4,888-90.9% |