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 | $13,218 | $59,805-77.9% | $79,550-83.4% | $68,494-80.7% |
| Participation rate | 86.6% | 61.1%+25.5pp | 69.5%+17.1pp | 67.9%+18.7pp |
| Annual return | -19.59% | -12.30%-7.3pp | 0.16%-19.8pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,986 | $1,505+31.9% | $2,413-17.7% | $2,596-23.5% |
| Participant deferral / active EE | $2,691 | $3,024-11.0% | $3,985-32.5% | $4,027-33.2% |
| Admin fee / account holder | $3,562 | $4,835-26.3% | $6,832-47.9% | $5,403-34.1% |