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 | $14,169 | $58,577-75.8% | $83,333-83.0% | $64,186-77.9% |
| Participation rate | 95.7% | 72.0%+23.6pp | 77.8%+17.9pp | 69.6%+26.1pp |
| Annual return | -13.58% | 9.65%-23.2pp | 10.63%-24.2pp | 7.63%-21.2pp |
| Employer contribution / active EE | $2,061 | $2,098-1.8% | $3,379-39.0% | $2,381-13.4% |
| Participant deferral / active EE | $4,547 | $4,654-2.3% | $5,565-18.3% | $3,470+31.0% |
| Admin fee / account holder | $1,249 | $9,275-86.5% | $7,510-83.4% | $4,888-74.4% |