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 | $18,856 | $77,813-75.8% | $123,544-84.7% | $64,186-70.6% |
| Participation rate | 71.4% | 74.7%-3.3pp | 82.3%-10.9pp | 69.6%+1.9pp |
| Annual return | -10.97% | 12.48%-23.5pp | 119.20%-130.2pp | 7.63%-18.6pp |
| Employer contribution / active EE | $2,392 | $3,014-20.6% | $4,628-48.3% | $2,381+0.5% |
| Participant deferral / active EE | $4,721 | $5,240-9.9% | $6,426-26.5% | $3,470+36.1% |
| Admin fee / account holder | $1,554 | $5,519-71.8% | $9,284-83.3% | $4,888-68.2% |