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 | $9,713 | $90,503-89.3% | $78,689-87.7% | $273,961-96.5% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | -38.31% | 75.60%-113.9pp | 62.18%-100.5pp | 41.45%-79.8pp |
| Employer contribution / active EE | $310 | $3,176-90.2% | $2,851-89.1% | $4,869-93.6% |
| Participant deferral / active EE | $1,268 | $3,901-67.5% | $3,517-63.9% | $5,287-76.0% |
| Admin fee / account holder | $800 | $5,263-84.8% | $4,510-82.3% | $10,132-92.1% |