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 | $77,896-83.1% | $134,172-90.2% | $82,448-84.1% |
| Participation rate | 87.1% | 62.8%+24.3pp | 72.5%+14.6pp | 68.1%+19.0pp |
| Annual return | 4.66% | 18.21%-13.6pp | 25.30%-20.6pp | 41.64%-37.0pp |
| Employer contribution / active EE | $2,063 | $2,159-4.5% | $3,420-39.7% | $2,551-19.1% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $450 | $6,336-92.9% | $12,016-96.3% | $7,234-93.8% |