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 | $12,599 | $63,953-80.3% | $54,726-77.0% | $135,375-90.7% |
| Participation rate | 80.0% | 84.9%-4.9pp | 79.1%+0.9pp | 82.6%-2.6pp |
| Annual return | -11.92% | -5.77%-6.2pp | -4.56%-7.4pp | 519.73%-531.7pp |
| Employer contribution / active EE | $3,225 | $4,256-24.2% | $3,449-6.5% | $4,779-32.5% |
| Participant deferral / active EE | $4,484 | $4,810-6.8% | $3,953+13.4% | $5,609-20.1% |
| Admin fee / account holder | $1,659 | $4,567-63.7% | $3,818-56.5% | $10,827-84.7% |