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 | $5,938 | $68,547-91.3% | $120,354-95.1% | $80,856-92.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | -3.87% | 23.60%-27.5pp | 107.15%-111.0pp | 35.59%-39.5pp |
| Employer contribution / active EE | $570 | $2,051-72.2% | $3,463-83.5% | $2,755-79.3% |
| Participant deferral / active EE | $1,402 | $3,173-55.8% | $4,991-71.9% | $4,296-67.4% |
| Admin fee / account holder | $7,961 | $5,732+38.9% | $9,423-15.5% | $6,918+15.1% |