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 8-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 | $13,817 | $105,859-86.9% | $90,160-84.7% | $147,584-90.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | -0.87% | 37.63%-38.5pp | 34.88%-35.8pp | 578.55%-579.4pp |
| Employer contribution / active EE | $1,593 | $4,126-61.4% | $3,318-52.0% | $4,876-67.3% |
| Participant deferral / active EE | $10,635 | $5,733+85.5% | $5,288+101.1% | $5,439+95.5% |
| Admin fee / account holder | $1,457 | $8,046-81.9% | $5,943-75.5% | $10,885-86.6% |