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 | $6,221 | $92,222-93.3% | $76,768-91.9% | $135,375-95.4% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -44.11% | 5.46%-49.6pp | 2.43%-46.5pp | 519.73%-563.8pp |
| Employer contribution / active EE | $2,843 | $3,216-11.6% | $2,485+14.4% | $4,779-40.5% |
| Participant deferral / active EE | $4,672 | $4,509+3.6% | $3,852+21.3% | $5,609-16.7% |
| Admin fee / account holder | $832 | $10,748-92.3% | $6,675-87.5% | $10,827-92.3% |