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 | $5,171 | $43,327-88.1% | $59,878-91.4% | $64,186-91.9% |
| Participation rate | 70.0% | 69.2%+0.8pp | 74.7%-4.7pp | 69.6%+0.4pp |
| Annual return | -8.05% | -1.55%-6.5pp | 3.46%-11.5pp | 7.63%-15.7pp |
| Employer contribution / active EE | $404 | $2,028-80.1% | $2,722-85.2% | $2,381-83.0% |
| Participant deferral / active EE | $1,319 | $2,546-48.2% | $3,402-61.2% | $3,470-62.0% |
| Admin fee / account holder | $1,012 | $3,005-66.3% | $3,590-71.8% | $4,888-79.3% |