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 | $9,777 | $52,681-81.4% | $75,781-87.1% | $59,632-83.6% |
| Participation rate | 94.1% | 67.2%+26.9pp | 75.8%+18.3pp | 68.7%+25.4pp |
| Annual return | -9.64% | 2.95%-12.6pp | 9.68%-19.3pp | 2041.28%-2050.9pp |
| Employer contribution / active EE | $1,395 | $2,193-36.4% | $3,323-58.0% | $2,203-36.7% |
| Participant deferral / active EE | $2,056 | $2,591-20.7% | $3,651-43.7% | $3,192-35.6% |
| Admin fee / account holder | $363 | $3,610-89.9% | $5,299-93.1% | $4,297-91.5% |