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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,138 | $78,926-83.4% | $136,749-90.4% | $84,808-84.5% |
| Participation rate | 87.1% | 62.2%+24.9pp | 72.1%+14.9pp | 68.3%+18.7pp |
| Annual return | 4.66% | 18.17%-13.5pp | 24.33%-19.7pp | 40.90%-36.2pp |
| Employer contribution / active EE | $2,063 | $2,134-3.3% | $3,400-39.3% | $2,631-21.6% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,692-100.0% | $4,212-100.0% |
| Admin fee / account holder | $450 | $6,369-92.9% | $11,386-96.0% | $7,344-93.9% |