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 | $25,820 | $91,538-71.8% | $129,995-80.1% | $75,163-65.6% |
| Participation rate | 74.2% | 71.4%+2.8pp | 78.5%-4.3pp | 67.2%+7.0pp |
| Annual return | 7.43% | -631.11%+638.5pp | -137.18%+144.6pp | 160.62%-153.2pp |
| Employer contribution / active EE | $1,773 | $2,845-37.7% | $4,320-59.0% | $2,670-33.6% |
| Participant deferral / active EE | $2,813 | $4,341-35.2% | $5,820-51.7% | $4,125-31.8% |
| Admin fee / account holder | $1,753 | $6,790-74.2% | $10,614-83.5% | $5,651-69.0% |