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 | $10,076 | $84,527-88.1% | $67,711-85.1% | $125,391-92.0% |
| Participation rate | 75.0% | 74.8%+0.2pp | 67.5%+7.5pp | 83.2%-8.2pp |
| Annual return | -5.11% | 2.57%-7.7pp | 25.41%-30.5pp | 282.22%-287.3pp |
| Employer contribution / active EE | $2,167 | $3,292-34.2% | $2,559-15.3% | $4,866-55.5% |
| Participant deferral / active EE | $3,664 | $4,429-17.3% | $3,585+2.2% | $5,352-31.5% |
| Admin fee / account holder | $1,011 | $5,340-81.1% | $4,255-76.2% | $9,540-89.4% |