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 | $14,426 | $43,723-67.0% | $121,196-88.1% | $64,186-77.5% |
| Participation rate | 89.8% | 58.3%+31.5pp | 71.7%+18.1pp | 69.6%+20.3pp |
| Annual return | -9.35% | 68.91%-78.3pp | 16.93%-26.3pp | 7.63%-17.0pp |
| Employer contribution / active EE | $3,853 | $1,296+197.2% | $4,022-4.2% | $2,381+61.8% |
| Participant deferral / active EE | $2,464 | $2,280+8.1% | $3,344-26.3% | $3,470-29.0% |
| Admin fee / account holder | $1,898 | $3,501-45.8% | $5,019-62.2% | $4,888-61.2% |