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 | $14,024 | $77,813-82.0% | $123,544-88.6% | $64,186-78.2% |
| Participation rate | 73.3% | 74.7%-1.4pp | 82.3%-9.0pp | 69.6%+3.8pp |
| Annual return | -9.49% | 12.48%-22.0pp | 119.20%-128.7pp | 7.63%-17.1pp |
| Employer contribution / active EE | $4,885 | $3,014+62.1% | $4,628+5.6% | $2,381+105.2% |
| Participant deferral / active EE | $5,304 | $5,240+1.2% | $6,426-17.5% | $3,470+52.9% |
| Admin fee / account holder | $1,616 | $5,519-70.7% | $9,284-82.6% | $4,888-66.9% |