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 | $11,716 | $52,681-77.8% | $75,781-84.5% | $59,632-80.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -3.89% | 2.95%-6.8pp | 9.68%-13.6pp | 2041.28%-2045.2pp |
| Employer contribution / active EE | $5,741 | $2,193+161.7% | $3,323+72.7% | $2,203+160.6% |
| Participant deferral / active EE | $1,484 | $2,591-42.7% | $3,651-59.4% | $3,192-53.5% |
| Admin fee / account holder | $499 | $3,610-86.2% | $5,299-90.6% | $4,297-88.4% |