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 | $13,614 | $59,805-77.2% | $79,550-82.9% | $68,494-80.1% |
| Participation rate | 78.3% | 61.1%+17.2pp | 69.5%+8.8pp | 67.9%+10.4pp |
| Annual return | -21.44% | -12.30%-9.1pp | 0.16%-21.6pp | -7.84%-13.6pp |
| Employer contribution / active EE | $1,377 | $1,505-8.5% | $2,413-42.9% | $2,596-46.9% |
| Participant deferral / active EE | $3,802 | $3,024+25.7% | $3,985-4.6% | $4,027-5.6% |
| Admin fee / account holder | $771 | $4,835-84.1% | $6,832-88.7% | $5,403-85.7% |