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 | $12,285 | $57,354-78.6% | $83,848-85.3% | $64,186-80.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -10.90% | 11.38%-22.3pp | 850.88%-861.8pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,227 | $2,545-51.8% | $3,631-66.2% | $2,381-48.5% |
| Participant deferral / active EE | $2,225 | $2,993-25.7% | $4,082-45.5% | $3,470-35.9% |
| Admin fee / account holder | $714 | $4,046-82.4% | $5,478-87.0% | $4,888-85.4% |