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 | $21,917 | $81,900-73.2% | $119,609-81.7% | $68,494-68.0% |
| Participation rate | 72.4% | 71.9%+0.5pp | 79.3%-6.8pp | 67.9%+4.5pp |
| Annual return | -19.97% | -23.82%+3.8pp | -14.97%-5.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $744 | $2,693-72.4% | $4,232-82.4% | $2,596-71.3% |
| Participant deferral / active EE | $2,791 | $4,148-32.7% | $5,602-50.2% | $4,027-30.7% |
| Admin fee / account holder | $742 | $6,582-88.7% | $10,323-92.8% | $5,403-86.3% |