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 | $33,000 | $110,094-70.0% | $151,611-78.2% | $68,494-51.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 87.5%-4.2pp | 67.9%+15.4pp |
| Annual return | -21.32% | -10.12%-11.2pp | 3.33%-24.6pp | -7.84%-13.5pp |
| Employer contribution / active EE | $1,723 | $4,471-61.5% | $6,166-72.1% | $2,596-33.6% |
| Participant deferral / active EE | $3,361 | $6,527-48.5% | $8,363-59.8% | $4,027-16.5% |
| Admin fee / account holder | $311 | $7,719-96.0% | $11,616-97.3% | $5,403-94.2% |