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 | $5,239 | $57,354-90.9% | $83,848-93.8% | $64,186-91.8% |
| Participation rate | 74.5% | 68.6%+5.9pp | 76.1%-1.6pp | 69.6%+4.9pp |
| Annual return | -13.49% | 11.38%-24.9pp | 850.88%-864.4pp | 7.63%-21.1pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,152 | $2,993-28.1% | $4,082-47.3% | $3,470-38.0% |
| Admin fee / account holder | $351 | $4,046-91.3% | $5,478-93.6% | $4,888-92.8% |