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 | $18,009 | $99,032-81.8% | $80,019-77.5% | $135,375-86.7% |
| Participation rate | 91.7% | 78.4%+13.3pp | 75.8%+15.8pp | 82.6%+9.0pp |
| Annual return | -11.84% | 15.39%-27.2pp | 11.22%-23.1pp | 519.73%-531.6pp |
| Employer contribution / active EE | $1,939 | $3,043-36.3% | $2,468-21.4% | $4,779-59.4% |
| Participant deferral / active EE | $3,837 | $4,282-10.4% | $3,686+4.1% | $5,609-31.6% |
| Admin fee / account holder | $450 | $10,436-95.7% | $6,521-93.1% | $10,827-95.8% |