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 | $9,545 | $65,041-85.3% | $90,951-89.5% | $79,858-88.0% |
| Participation rate | 76.7% | 61.6%+15.1pp | 69.0%+7.7pp | 69.6%+7.0pp |
| Annual return | -16.48% | 30.45%-46.9pp | 134.60%-151.1pp | 31.71%-48.2pp |
| Employer contribution / active EE | $1,253 | $1,247+0.4% | $2,122-41.0% | $2,471-49.3% |
| Participant deferral / active EE | $3,601 | $2,512+43.3% | $3,373+6.7% | $3,740-3.7% |
| Admin fee / account holder | $3,956 | $4,536-12.8% | $5,959-33.6% | $5,306-25.4% |