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 | $15,628 | $72,404-78.4% | $110,238-85.8% | $64,186-75.7% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.6%+19.3pp |
| Annual return | -12.09% | -6.29%-5.8pp | 314.74%-326.8pp | 7.63%-19.7pp |
| Employer contribution / active EE | $2,332 | $2,282+2.2% | $3,826-39.1% | $2,381-2.1% |
| Participant deferral / active EE | $4,841 | $3,469+39.5% | $4,672+3.6% | $3,470+39.5% |
| Admin fee / account holder | $458 | $5,664-91.9% | $8,547-94.6% | $4,888-90.6% |