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 | $11,390 | $52,836-78.4% | $105,738-89.2% | $64,186-82.3% |
| Participation rate | 71.8% | 66.5%+5.3pp | 76.3%-4.5pp | 69.6%+2.3pp |
| Annual return | -8.87% | 14.30%-23.2pp | 6.27%-15.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $792 | $1,827-56.7% | $3,268-75.8% | $2,381-66.7% |
| Participant deferral / active EE | $1,649 | $2,545-35.2% | $4,080-59.6% | $3,470-52.5% |
| Admin fee / account holder | $562 | $3,959-85.8% | $6,913-91.9% | $4,888-88.5% |