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 | $15,912 | $62,586-74.6% | $76,768-79.3% | $64,186-75.2% |
| Participation rate | 88.5% | 72.8%+15.6pp | 77.0%+11.5pp | 69.6%+18.9pp |
| Annual return | -10.28% | -1.95%-8.3pp | 2.43%-12.7pp | 7.63%-17.9pp |
| Employer contribution / active EE | $1,683 | $1,832-8.1% | $2,485-32.3% | $2,381-29.3% |
| Participant deferral / active EE | $2,893 | $3,145-8.0% | $3,852-24.9% | $3,470-16.6% |
| Admin fee / account holder | $707 | $4,667-84.9% | $6,675-89.4% | $4,888-85.5% |