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 | $13,440 | $95,971-86.0% | $74,550-82.0% | $135,375-90.1% |
| Participation rate | 81.8% | 75.7%+6.2pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | -11.61% | 56.96%-68.6pp | 32.53%-44.1pp | 519.73%-531.3pp |
| Employer contribution / active EE | $631 | $2,716-76.8% | $1,961-67.8% | $4,779-86.8% |
| Participant deferral / active EE | $3,701 | $3,843-3.7% | $3,108+19.1% | $5,609-34.0% |
| Admin fee / account holder | $898 | $6,522-86.2% | $5,060-82.3% | $10,827-91.7% |