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 | $4,558 | $61,660-92.6% | $80,019-94.3% | $64,186-92.9% |
| Participation rate | 73.5% | 71.7%+1.8pp | 75.8%-2.3pp | 69.6%+4.0pp |
| Annual return | -12.12% | -0.33%-11.8pp | 11.22%-23.3pp | 7.63%-19.8pp |
| Employer contribution / active EE | $1,200 | $1,810-33.7% | $2,468-51.4% | $2,381-49.6% |
| Participant deferral / active EE | $1,598 | $2,968-46.1% | $3,686-56.6% | $3,470-53.9% |
| Admin fee / account holder | $503 | $5,417-90.7% | $6,521-92.3% | $4,888-89.7% |