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 | $10,173 | $91,190-88.8% | $178,490-94.3% | $79,858-87.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | -5.09% | 24.19%-29.3pp | 151.07%-156.2pp | 31.71%-36.8pp |
| Employer contribution / active EE | $2,568 | $3,256-21.1% | $5,011-48.7% | $2,471+3.9% |
| Participant deferral / active EE | $1,553 | $3,236-52.0% | $5,202-70.1% | $3,740-58.5% |
| Admin fee / account holder | $7,589 | $6,751+12.4% | $13,984-45.7% | $5,306+43.0% |