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 | $18,949 | $71,883-73.6% | $86,677-78.1% | $68,494-72.3% |
| Participation rate | 81.8% | 72.2%+9.6pp | 76.6%+5.2pp | 67.9%+13.9pp |
| Annual return | -21.15% | 3.52%-24.7pp | 35.91%-57.1pp | -7.84%-13.3pp |
| Employer contribution / active EE | $1,501 | $2,173-30.9% | $2,836-47.1% | $2,596-42.2% |
| Participant deferral / active EE | $2,795 | $3,779-26.0% | $4,656-40.0% | $4,027-30.6% |
| Admin fee / account holder | $724 | $6,112-88.2% | $7,493-90.3% | $5,403-86.6% |