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 | $9,578 | $45,152-78.8% | $73,843-87.0% | $59,632-83.9% |
| Participation rate | 96.0% | 64.0%+32.0pp | 73.4%+22.6pp | 68.7%+27.3pp |
| Annual return | -5.87% | 27.40%-33.3pp | 2267.84%-2273.7pp | 2041.28%-2047.2pp |
| Employer contribution / active EE | $1,677 | $1,902-11.8% | $2,787-39.9% | $2,203-23.9% |
| Participant deferral / active EE | $4,445 | $2,574+72.7% | $3,583+24.1% | $3,192+39.3% |
| Admin fee / account holder | $538 | $3,516-84.7% | $4,880-89.0% | $4,297-87.5% |