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 8-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 | $16,910 | $50,958-66.8% | $74,550-77.3% | $64,186-73.7% |
| Participation rate | 83.9% | 61.1%+22.8pp | 69.1%+14.7pp | 69.6%+14.3pp |
| Annual return | -10.38% | -1.86%-8.5pp | 32.53%-42.9pp | 7.63%-18.0pp |
| Employer contribution / active EE | $1,591 | $1,115+42.6% | $1,961-18.9% | $2,381-33.2% |
| Participant deferral / active EE | $4,287 | $2,301+86.3% | $3,108+37.9% | $3,470+23.6% |
| Admin fee / account holder | $335 | $4,223-92.1% | $5,060-93.4% | $4,888-93.2% |