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 6-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 | $15,124 | $71,883-79.0% | $86,677-82.6% | $68,494-77.9% |
| Participation rate | 76.1% | 72.2%+3.8pp | 76.6%-0.5pp | 67.9%+8.2pp |
| Annual return | -19.14% | 3.52%-22.7pp | 35.91%-55.0pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,371 | $2,173-36.9% | $2,836-51.7% | $2,596-47.2% |
| Participant deferral / active EE | $1,736 | $3,779-54.1% | $4,656-62.7% | $4,027-56.9% |
| Admin fee / account holder | $3,978 | $6,112-34.9% | $7,493-46.9% | $5,403-26.4% |