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 | $6,535 | $84,527-92.3% | $67,711-90.3% | $125,391-94.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -6.41% | 2.57%-9.0pp | 25.41%-31.8pp | 282.22%-288.6pp |
| Employer contribution / active EE | $962 | $3,292-70.8% | $2,559-62.4% | $4,866-80.2% |
| Participant deferral / active EE | $1,184 | $4,429-73.3% | $3,585-67.0% | $5,352-77.9% |
| Admin fee / account holder | $459 | $5,340-91.4% | $4,255-89.2% | $9,540-95.2% |