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 | $13,039 | $153,311-91.5% | $109,313-88.1% | $273,961-95.2% |
| Participation rate | 83.3% | 80.1%+3.2pp | 71.3%+12.1pp | 83.0%+0.3pp |
| Annual return | -6.38% | 29.86%-36.2pp | 22.07%-28.5pp | 41.45%-47.8pp |
| Employer contribution / active EE | $1,148 | $5,619-79.6% | $3,892-70.5% | $4,869-76.4% |
| Participant deferral / active EE | $2,479 | $3,932-37.0% | $3,166-21.7% | $5,287-53.1% |
| Admin fee / account holder | $1,184 | $8,076-85.3% | $5,666-79.1% | $10,132-88.3% |