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 | $29,219 | $94,529-69.1% | $140,016-79.1% | $64,186-54.5% |
| Participation rate | 97.0% | 84.1%+12.9pp | 87.5%+9.5pp | 69.6%+27.4pp |
| Annual return | -8.58% | 7.77%-16.4pp | 651.12%-659.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $2,478 | $3,812-35.0% | $5,606-55.8% | $2,381+4.1% |
| Participant deferral / active EE | $2,642 | $5,250-49.7% | $6,927-61.9% | $3,470-23.9% |
| Admin fee / account holder | $439 | $6,741-93.5% | $10,705-95.9% | $4,888-91.0% |