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 | $8,580 | $87,540-90.2% | $75,781-88.7% | $125,391-93.2% |
| Participation rate | 94.4% | 80.2%+14.3pp | 75.8%+18.6pp | 83.2%+11.3pp |
| Annual return | -11.30% | 13.48%-24.8pp | 9.68%-21.0pp | 282.22%-293.5pp |
| Employer contribution / active EE | $1,744 | $3,930-55.6% | $3,323-47.5% | $4,866-64.2% |
| Participant deferral / active EE | $2,929 | $4,229-30.7% | $3,651-19.8% | $5,352-45.3% |
| Admin fee / account holder | $512 | $6,502-92.1% | $5,299-90.3% | $9,540-94.6% |