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 | $11,814 | $84,527-86.0% | $67,711-82.6% | $125,391-90.6% |
| Participation rate | 72.7% | 74.8%-2.1pp | 67.5%+5.2pp | 83.2%-10.5pp |
| Annual return | -7.54% | 2.57%-10.1pp | 25.41%-32.9pp | 282.22%-289.8pp |
| Employer contribution / active EE | $1,510 | $3,292-54.1% | $2,559-41.0% | $4,866-69.0% |
| Participant deferral / active EE | $5,442 | $4,429+22.9% | $3,585+51.8% | $5,352+1.7% |
| Admin fee / account holder | $326 | $5,340-93.9% | $4,255-92.3% | $9,540-96.6% |