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 7-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 | $13,985 | $82,664-83.1% | $125,339-88.8% | $68,494-79.6% |
| Participation rate | 82.4% | 75.0%+7.3pp | 82.4%0pp | 67.9%+14.5pp |
| Annual return | -22.69% | -5.97%-16.7pp | 572.05%-594.7pp | -7.84%-14.8pp |
| Employer contribution / active EE | $2,911 | $3,381-13.9% | $4,814-39.5% | $2,596+12.1% |
| Participant deferral / active EE | $4,511 | $6,110-26.2% | $7,446-39.4% | $4,027+12.0% |
| Admin fee / account holder | $1,190 | $6,275-81.0% | $10,010-88.1% | $5,403-78.0% |