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 | $7,743 | $72,404-89.3% | $110,238-93.0% | $64,186-87.9% |
| Participation rate | 90.8% | 73.3%+17.5pp | 79.8%+11.0pp | 69.6%+21.2pp |
| Annual return | -10.74% | -6.29%-4.5pp | 314.74%-325.5pp | 7.63%-18.4pp |
| Employer contribution / active EE | $748 | $2,282-67.2% | $3,826-80.5% | $2,381-68.6% |
| Participant deferral / active EE | $1,853 | $3,469-46.6% | $4,672-60.3% | $3,470-46.6% |
| Admin fee / account holder | $340 | $5,664-94.0% | $8,547-96.0% | $4,888-93.0% |