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 | $14,105 | $58,577-75.9% | $83,333-83.1% | $64,186-78.0% |
| Participation rate | 92.7% | 72.0%+20.7pp | 77.8%+14.9pp | 69.6%+23.1pp |
| Annual return | -12.38% | 9.65%-22.0pp | 10.63%-23.0pp | 7.63%-20.0pp |
| Employer contribution / active EE | $1,241 | $2,098-40.8% | $3,379-63.3% | $2,381-47.9% |
| Participant deferral / active EE | $3,902 | $4,654-16.2% | $5,565-29.9% | $3,470+12.5% |
| Admin fee / account holder | $1,190 | $9,275-87.2% | $7,510-84.2% | $4,888-75.7% |