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 | $14,737 | $52,519-71.9% | $155,790-90.5% | $59,632-75.3% |
| Participation rate | 94.3% | 61.7%+32.6pp | 76.1%+18.2pp | 68.7%+25.7pp |
| Annual return | -5.82% | 53.51%-59.3pp | 71.54%-77.4pp | 2041.28%-2047.1pp |
| Employer contribution / active EE | $1,744 | $1,589+9.7% | $3,836-54.5% | $2,203-20.8% |
| Participant deferral / active EE | $5,366 | $3,084+74.0% | $4,797+11.9% | $3,192+68.1% |
| Admin fee / account holder | $638 | $3,540-82.0% | $7,478-91.5% | $4,297-85.2% |