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 5-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 | $9,118 | $42,894-78.7% | $60,874-85.0% | $68,494-86.7% |
| Participation rate | 80.0% | 66.8%+13.2pp | 73.1%+6.9pp | 67.9%+12.1pp |
| Annual return | -19.94% | -13.98%-6.0pp | 16.90%-36.8pp | -7.84%-12.1pp |
| Employer contribution / active EE | $730 | $1,978-63.1% | $2,701-73.0% | $2,596-71.9% |
| Participant deferral / active EE | $1,818 | $2,867-36.6% | $3,817-52.4% | $4,027-54.9% |
| Admin fee / account holder | $311 | $3,101-90.0% | $3,224-90.4% | $5,403-94.3% |