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 | $17,837 | $62,586-71.5% | $76,768-76.8% | $64,186-72.2% |
| Participation rate | 81.3% | 72.8%+8.4pp | 77.0%+4.3pp | 69.6%+11.7pp |
| Annual return | -8.81% | -1.95%-6.9pp | 2.43%-11.2pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,119 | $1,832-38.9% | $2,485-55.0% | $2,381-53.0% |
| Participant deferral / active EE | $2,722 | $3,145-13.4% | $3,852-29.3% | $3,470-21.6% |
| Admin fee / account holder | $1,590 | $4,667-65.9% | $6,675-76.2% | $4,888-67.5% |