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 | $2,236 | $77,419-97.1% | $69,455-96.8% | $152,861-98.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.6%+0.4pp | 82.4%-7.4pp |
| Annual return | -25.73% | 39.06%-64.8pp | 28.97%-54.7pp | 345.32%-371.1pp |
| Employer contribution / active EE | $565 | $3,315-83.0% | $2,779-79.7% | $4,762-88.1% |
| Participant deferral / active EE | $950 | $4,414-78.5% | $3,535-73.1% | $5,850-83.8% |
| Admin fee / account holder | $439 | $6,207-92.9% | $3,839-88.6% | $11,596-96.2% |