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 | $6,342 | $152,651-95.8% | $105,218-94.0% | $125,391-94.9% |
| Participation rate | 80.0% | 81.5%-1.5pp | 77.2%+2.8pp | 83.2%-3.2pp |
| Annual return | -13.68% | 8.24%-21.9pp | 5.33%-19.0pp | 282.22%-295.9pp |
| Employer contribution / active EE | $2,586 | $4,802-46.1% | $3,255-20.6% | $4,866-46.9% |
| Participant deferral / active EE | $3,265 | $6,660-51.0% | $4,867-32.9% | $5,352-39.0% |
| Admin fee / account holder | $526 | $14,248-96.3% | $6,992-92.5% | $9,540-94.5% |