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 | $21,157 | $62,586-66.2% | $76,768-72.4% | $64,186-67.0% |
| Participation rate | 76.9% | 72.8%+4.1pp | 77.0%0pp | 69.6%+7.4pp |
| Annual return | -9.36% | -1.95%-7.4pp | 2.43%-11.8pp | 7.63%-17.0pp |
| Employer contribution / active EE | $1,441 | $1,832-21.3% | $2,485-42.0% | $2,381-39.5% |
| Participant deferral / active EE | $2,315 | $3,145-26.4% | $3,852-39.9% | $3,470-33.3% |
| Admin fee / account holder | $758 | $4,667-83.8% | $6,675-88.7% | $4,888-84.5% |