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 | $14,724 | $52,681-72.1% | $75,781-80.6% | $59,632-75.3% |
| Participation rate | 70.1% | 67.2%+2.9pp | 75.8%-5.7pp | 68.7%+1.4pp |
| Annual return | -5.83% | 2.95%-8.8pp | 9.68%-15.5pp | 2041.28%-2047.1pp |
| Employer contribution / active EE | $1,483 | $2,193-32.4% | $3,323-55.4% | $2,203-32.7% |
| Participant deferral / active EE | $2,572 | $2,591-0.7% | $3,651-29.6% | $3,192-19.4% |
| Admin fee / account holder | $877 | $3,610-75.7% | $5,299-83.4% | $4,297-79.6% |