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 | $8,698 | $77,634-88.8% | $156,549-94.4% | $62,891-86.2% |
| Participation rate | 85.3% | 71.2%+14.1pp | 84.0%+1.3pp | 69.3%+16.0pp |
| Annual return | -2.57% | 50.32%-52.9pp | 32.23%-34.8pp | 20.14%-22.7pp |
| Employer contribution / active EE | $1,356 | $3,444-60.6% | $5,501-75.3% | $2,281-40.5% |
| Participant deferral / active EE | $2,349 | $3,045-22.9% | $4,871-51.8% | $3,203-26.6% |
| Admin fee / account holder | $1,358 | $5,561-75.6% | $13,027-89.6% | $4,296-68.4% |