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 | $13,161 | $92,222-85.7% | $76,768-82.9% | $135,375-90.3% |
| Participation rate | 70.0% | 79.8%-9.8pp | 77.0%-7.0pp | 82.6%-12.6pp |
| Annual return | -18.06% | 5.46%-23.5pp | 2.43%-20.5pp | 519.73%-537.8pp |
| Employer contribution / active EE | $950 | $3,216-70.5% | $2,485-61.8% | $4,779-80.1% |
| Participant deferral / active EE | $3,467 | $4,509-23.1% | $3,852-10.0% | $5,609-38.2% |
| Admin fee / account holder | $1,295 | $10,748-88.0% | $6,675-80.6% | $10,827-88.0% |