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 8-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 | $16,088 | $71,883-77.6% | $86,677-81.4% | $68,494-76.5% |
| Participation rate | 83.0% | 72.2%+10.7pp | 76.6%+6.4pp | 67.9%+15.1pp |
| Annual return | -19.64% | 3.52%-23.2pp | 35.91%-55.5pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,562 | $2,173-28.1% | $2,836-44.9% | $2,596-39.8% |
| Participant deferral / active EE | $3,094 | $3,779-18.1% | $4,656-33.5% | $4,027-23.2% |
| Admin fee / account holder | $2,625 | $6,112-57.1% | $7,493-65.0% | $5,403-51.4% |