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 | $22,172 | $71,883-69.2% | $86,677-74.4% | $68,494-67.6% |
| Participation rate | 91.4% | 72.2%+19.2pp | 76.6%+14.9pp | 67.9%+23.5pp |
| Annual return | -46.43% | 3.52%-50.0pp | 35.91%-82.3pp | -7.84%-38.6pp |
| Employer contribution / active EE | $1,265 | $2,173-41.8% | $2,836-55.4% | $2,596-51.3% |
| Participant deferral / active EE | $2,897 | $3,779-23.3% | $4,656-37.8% | $4,027-28.1% |
| Admin fee / account holder | $3,094 | $6,112-49.4% | $7,493-58.7% | $5,403-42.7% |