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 | $8,889 | $50,958-82.6% | $74,550-88.1% | $64,186-86.2% |
| Participation rate | 84.6% | 61.1%+23.6pp | 69.1%+15.5pp | 69.6%+15.0pp |
| Annual return | -12.22% | -1.86%-10.4pp | 32.53%-44.8pp | 7.63%-19.9pp |
| Employer contribution / active EE | $1,119 | $1,115+0.3% | $1,961-43.0% | $2,381-53.0% |
| Participant deferral / active EE | $3,369 | $2,301+46.4% | $3,108+8.4% | $3,470-2.9% |
| Admin fee / account holder | $792 | $4,223-81.2% | $5,060-84.3% | $4,888-83.8% |