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 | $22,168 | $62,586-64.6% | $76,768-71.1% | $64,186-65.5% |
| Participation rate | 95.2% | 72.8%+22.3pp | 77.0%+18.2pp | 69.6%+25.6pp |
| Annual return | -7.64% | -1.95%-5.7pp | 2.43%-10.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,277 | $1,832-30.3% | $2,485-48.6% | $2,381-46.4% |
| Participant deferral / active EE | $2,642 | $3,145-16.0% | $3,852-31.4% | $3,470-23.9% |
| Admin fee / account holder | $393 | $4,667-91.6% | $6,675-94.1% | $4,888-92.0% |