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 | $13,580 | $93,346-85.5% | $71,796-81.1% | $273,961-95.0% |
| Participation rate | 86.7% | 76.5%+10.1pp | 69.1%+17.6pp | 83.0%+3.7pp |
| Annual return | -29.89% | 130.39%-160.3pp | 78.04%-107.9pp | 41.45%-71.3pp |
| Employer contribution / active EE | $479 | $2,733-82.5% | $1,924-75.1% | $4,869-90.2% |
| Participant deferral / active EE | $2,165 | $3,475-37.7% | $2,794-22.5% | $5,287-59.0% |
| Admin fee / account holder | $4,713 | $6,571-28.3% | $4,815-2.1% | $10,132-53.5% |