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 | $4,746 | $75,935-93.7% | $60,547-92.2% | $125,391-96.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -7.92% | -5.38%-2.5pp | 335.64%-343.6pp | 282.22%-290.1pp |
| Employer contribution / active EE | $907 | $3,438-73.6% | $2,419-62.5% | $4,866-81.4% |
| Participant deferral / active EE | $2,150 | $4,506-52.3% | $3,328-35.4% | $5,352-59.8% |
| Admin fee / account holder | $922 | $6,768-86.4% | $4,536-79.7% | $9,540-90.3% |