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 | $6,737 | $62,586-89.2% | $76,768-91.2% | $64,186-89.5% |
| Participation rate | 80.6% | 72.8%+7.8pp | 77.0%+3.7pp | 69.6%+11.1pp |
| Annual return | -12.46% | -1.95%-10.5pp | 2.43%-14.9pp | 7.63%-20.1pp |
| Employer contribution / active EE | $1,580 | $1,832-13.7% | $2,485-36.4% | $2,381-33.6% |
| Participant deferral / active EE | $3,527 | $3,145+12.2% | $3,852-8.4% | $3,470+1.7% |
| Admin fee / account holder | $309 | $4,667-93.4% | $6,675-95.4% | $4,888-93.7% |