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 | $27,978 | $86,929-67.8% | $102,423-72.7% | $80,856-65.4% |
| Participation rate | 97.2% | 72.4%+24.8pp | 76.5%+20.7pp | 67.6%+29.5pp |
| Annual return | -2.26% | 18.88%-21.1pp | 29.32%-31.6pp | 35.59%-37.9pp |
| Employer contribution / active EE | $887 | $2,369-62.6% | $3,023-70.7% | $2,755-67.8% |
| Participant deferral / active EE | $3,968 | $4,118-3.7% | $5,053-21.5% | $4,296-7.6% |
| Admin fee / account holder | $566 | $8,049-93.0% | $9,451-94.0% | $6,918-91.8% |