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 | $14,589 | $88,707-83.6% | $74,183-80.3% | $273,961-94.7% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | -58.69% | 11.94%-70.6pp | 17.74%-76.4pp | 41.45%-100.1pp |
| Employer contribution / active EE | $2,400 | $3,159-24.0% | $2,370+1.3% | $4,869-50.7% |
| Participant deferral / active EE | $6,926 | $4,212+64.4% | $3,550+95.1% | $5,287+31.0% |
| Admin fee / account holder | $6,821 | $8,717-21.7% | $5,586+22.1% | $10,132-32.7% |