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 | $28,722 | $94,529-69.6% | $140,016-79.5% | $64,186-55.3% |
| Participation rate | 88.5% | 84.1%+4.4pp | 87.5%+1.0pp | 69.6%+18.9pp |
| Annual return | -8.24% | 7.77%-16.0pp | 651.12%-659.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $6,238 | $3,812+63.6% | $5,606+11.3% | $2,381+162.0% |
| Participant deferral / active EE | $7,506 | $5,250+43.0% | $6,927+8.4% | $3,470+116.4% |
| Admin fee / account holder | $630 | $6,741-90.7% | $10,705-94.1% | $4,888-87.1% |