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 | $9,441 | $95,862-90.2% | $79,550-88.1% | $134,475-93.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -28.84% | -2.69%-26.2pp | 0.16%-29.0pp | 417.96%-446.8pp |
| Employer contribution / active EE | $4,021 | $3,128+28.5% | $2,413+66.6% | $4,740-15.2% |
| Participant deferral / active EE | $10,577 | $4,693+125.4% | $3,985+165.4% | $6,400+65.3% |
| Admin fee / account holder | $3,027 | $9,126-66.8% | $6,832-55.7% | $11,426-73.5% |