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 | $11,252 | $57,354-80.4% | $83,848-86.6% | $64,186-82.5% |
| Participation rate | 72.7% | 68.6%+4.1pp | 76.1%-3.4pp | 69.6%+3.2pp |
| Annual return | -12.48% | 11.38%-23.9pp | 850.88%-863.4pp | 7.63%-20.1pp |
| Employer contribution / active EE | $1,246 | $2,545-51.1% | $3,631-65.7% | $2,381-47.7% |
| Participant deferral / active EE | $3,318 | $2,993+10.9% | $4,082-18.7% | $3,470-4.4% |
| Admin fee / account holder | $1,258 | $4,046-68.9% | $5,478-77.0% | $4,888-74.3% |