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 | $23,137 | $71,883-67.8% | $86,677-73.3% | $68,494-66.2% |
| Participation rate | 76.9% | 72.2%+4.7pp | 76.6%+0.3pp | 67.9%+9.0pp |
| Annual return | -21.46% | 3.52%-25.0pp | 35.91%-57.4pp | -7.84%-13.6pp |
| Employer contribution / active EE | $1,288 | $2,173-40.7% | $2,836-54.6% | $2,596-50.4% |
| Participant deferral / active EE | $2,878 | $3,779-23.8% | $4,656-38.2% | $4,027-28.5% |
| Admin fee / account holder | $2,049 | $6,112-66.5% | $7,493-72.7% | $5,403-62.1% |