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 | $9,765 | $94,529-89.7% | $140,016-93.0% | $64,186-84.8% |
| Participation rate | 90.6% | 84.1%+6.5pp | 87.5%+3.1pp | 69.6%+21.1pp |
| Annual return | -9.11% | 7.77%-16.9pp | 651.12%-660.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $3,260 | $3,812-14.5% | $5,606-41.8% | $2,381+36.9% |
| Participant deferral / active EE | $3,272 | $5,250-37.7% | $6,927-52.8% | $3,470-5.7% |
| Admin fee / account holder | $303 | $6,741-95.5% | $10,705-97.2% | $4,888-93.8% |