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 9-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 | $1,568 | $49,177-96.8% | $79,464-98.0% | $64,186-97.6% |
| Participation rate | 72.0% | 65.0%+7.0pp | 73.3%-1.3pp | 69.6%+2.4pp |
| Annual return | -8.50% | -1.16%-7.3pp | 718.14%-726.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $428 | $2,076-79.4% | $2,800-84.7% | $2,381-82.0% |
| Participant deferral / active EE | $837 | $2,821-70.3% | $3,704-77.4% | $3,470-75.9% |
| Admin fee / account holder | $902 | $3,839-76.5% | $5,113-82.4% | $4,888-81.5% |