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 | $4,070 | $69,518-94.1% | $59,878-93.2% | $135,375-97.0% |
| Participation rate | 73.9% | 77.8%-3.9pp | 74.7%-0.8pp | 82.6%-8.7pp |
| Annual return | -12.65% | 7.94%-20.6pp | 3.46%-16.1pp | 519.73%-532.4pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,657 | $4,206-60.6% | $3,402-51.3% | $5,609-70.5% |
| Admin fee / account holder | $304 | $5,734-94.7% | $3,590-91.5% | $10,827-97.2% |