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 | $9,568 | $57,354-83.3% | $83,848-88.6% | $64,186-85.1% |
| Participation rate | 95.7% | 68.6%+27.1pp | 76.1%+19.6pp | 69.6%+26.2pp |
| Annual return | -15.85% | 11.38%-27.2pp | 850.88%-866.7pp | 7.63%-23.5pp |
| Employer contribution / active EE | $1,838 | $2,545-27.8% | $3,631-49.4% | $2,381-22.8% |
| Participant deferral / active EE | $2,608 | $2,993-12.9% | $4,082-36.1% | $3,470-24.8% |
| Admin fee / account holder | $495 | $4,046-87.8% | $5,478-91.0% | $4,888-89.9% |