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 | $12,779 | $72,404-82.3% | $110,238-88.4% | $64,186-80.1% |
| Participation rate | 88.7% | 73.3%+15.4pp | 79.8%+8.9pp | 69.6%+19.2pp |
| Annual return | -9.53% | -6.29%-3.2pp | 314.74%-324.3pp | 7.63%-17.2pp |
| Employer contribution / active EE | $2,465 | $2,282+8.0% | $3,826-35.6% | $2,381+3.5% |
| Participant deferral / active EE | $2,378 | $3,469-31.5% | $4,672-49.1% | $3,470-31.5% |
| Admin fee / account holder | $523 | $5,664-90.8% | $8,547-93.9% | $4,888-89.3% |