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 | $15,814 | $62,586-74.7% | $76,768-79.4% | $64,186-75.4% |
| Participation rate | 93.1% | 72.8%+20.2pp | 77.0%+16.1pp | 69.6%+23.5pp |
| Annual return | -9.64% | -1.95%-7.7pp | 2.43%-12.1pp | 7.63%-17.3pp |
| Employer contribution / active EE | $1,110 | $1,832-39.4% | $2,485-55.3% | $2,381-53.4% |
| Participant deferral / active EE | $2,599 | $3,145-17.3% | $3,852-32.5% | $3,470-25.1% |
| Admin fee / account holder | $3,504 | $4,667-24.9% | $6,675-47.5% | $4,888-28.3% |