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 | $8,731 | $113,935-92.3% | $94,224-90.7% | $125,391-93.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -9.20% | 5.29%-14.5pp | 10.68%-19.9pp | 282.22%-291.4pp |
| Employer contribution / active EE | $1,218 | $4,727-74.2% | $3,587-66.0% | $4,866-75.0% |
| Participant deferral / active EE | $1,583 | $5,179-69.4% | $4,320-63.4% | $5,352-70.4% |
| Admin fee / account holder | $2,158 | $8,391-74.3% | $6,269-65.6% | $9,540-77.4% |