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 | $15,776 | $52,836-70.1% | $105,738-85.1% | $64,186-75.4% |
| Participation rate | 97.2% | 66.5%+30.7pp | 76.3%+20.9pp | 69.6%+27.7pp |
| Annual return | -8.46% | 14.30%-22.8pp | 6.27%-14.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,999 | $1,827+9.4% | $3,268-38.8% | $2,381-16.0% |
| Participant deferral / active EE | $2,892 | $2,545+13.6% | $4,080-29.1% | $3,470-16.7% |
| Admin fee / account holder | $3,646 | $3,959-7.9% | $6,913-47.3% | $4,888-25.4% |