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 | $18,454 | $113,935-83.8% | $94,224-80.4% | $125,391-85.3% |
| Participation rate | 94.4% | 82.9%+11.6pp | 78.8%+15.7pp | 83.2%+11.3pp |
| Annual return | -5.03% | 5.29%-10.3pp | 10.68%-15.7pp | 282.22%-287.3pp |
| Employer contribution / active EE | $1,300 | $4,727-72.5% | $3,587-63.8% | $4,866-73.3% |
| Participant deferral / active EE | $1,576 | $5,179-69.6% | $4,320-63.5% | $5,352-70.5% |
| Admin fee / account holder | $308 | $8,391-96.3% | $6,269-95.1% | $9,540-96.8% |