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 | $20,383 | $131,829-84.5% | $108,579-81.2% | $273,961-92.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -1.64% | -91.57%+89.9pp | -51.70%+50.1pp | 41.45%-43.1pp |
| Employer contribution / active EE | $1,438 | $4,912-70.7% | $3,758-61.7% | $4,869-70.5% |
| Participant deferral / active EE | $2,095 | $5,127-59.1% | $4,311-51.4% | $5,287-60.4% |
| Admin fee / account holder | $459 | $10,252-95.5% | $7,645-94.0% | $10,132-95.5% |