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 | $9,741 | $99,341-90.2% | $84,750-88.5% | $273,961-96.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -9.51% | 22.93%-32.4pp | 22.78%-32.3pp | 41.45%-51.0pp |
| Employer contribution / active EE | $2,709 | $4,214-35.7% | $3,574-24.2% | $4,869-44.4% |
| Participant deferral / active EE | $6,697 | $4,269+56.9% | $3,712+80.4% | $5,287+26.7% |
| Admin fee / account holder | $306 | $6,644-95.4% | $5,332-94.3% | $10,132-97.0% |