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 | $16,413 | $58,828-72.1% | $77,999-79.0% | $62,891-73.9% |
| Participation rate | 87.9% | 71.1%+16.8pp | 75.5%+12.4pp | 69.3%+18.6pp |
| Annual return | -0.51% | 17.16%-17.7pp | 425.96%-426.5pp | 20.14%-20.7pp |
| Employer contribution / active EE | $1,161 | $1,672-30.6% | $2,470-53.0% | $2,281-49.1% |
| Participant deferral / active EE | $2,365 | $2,686-11.9% | $3,497-32.4% | $3,203-26.2% |
| Admin fee / account holder | $1,218 | $4,393-72.3% | $5,480-77.8% | $4,296-71.6% |