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 | $6,554 | $62,586-89.5% | $76,768-91.5% | $64,186-89.8% |
| Participation rate | 92.6% | 72.8%+19.8pp | 77.0%+15.6pp | 69.6%+23.0pp |
| Annual return | -16.29% | -1.95%-14.3pp | 2.43%-18.7pp | 7.63%-23.9pp |
| Employer contribution / active EE | $1,607 | $1,832-12.3% | $2,485-35.3% | $2,381-32.5% |
| Participant deferral / active EE | $1,935 | $3,145-38.5% | $3,852-49.8% | $3,470-44.2% |
| Admin fee / account holder | $347 | $4,667-92.6% | $6,675-94.8% | $4,888-92.9% |