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 | $8,164 | $158,817-94.9% | $121,196-93.3% | $135,375-94.0% |
| Participation rate | 88.9% | 79.3%+9.6pp | 71.7%+17.1pp | 82.6%+6.2pp |
| Annual return | -10.68% | -0.64%-10.0pp | 16.93%-27.6pp | 519.73%-530.4pp |
| Employer contribution / active EE | $1,638 | $5,665-71.1% | $4,022-59.3% | $4,779-65.7% |
| Participant deferral / active EE | $4,328 | $4,005+8.1% | $3,344+29.4% | $5,609-22.8% |
| Admin fee / account holder | $4,658 | $6,512-28.5% | $5,019-7.2% | $10,827-57.0% |