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 | $14,290 | $52,681-72.9% | $75,781-81.1% | $59,632-76.0% |
| Participation rate | 92.3% | 67.2%+25.1pp | 75.8%+16.5pp | 68.7%+23.6pp |
| Annual return | -7.51% | 2.95%-10.5pp | 9.68%-17.2pp | 2041.28%-2048.8pp |
| Employer contribution / active EE | $2,673 | $2,193+21.9% | $3,323-19.6% | $2,203+21.3% |
| Participant deferral / active EE | $3,368 | $2,591+30.0% | $3,651-7.8% | $3,192+5.5% |
| Admin fee / account holder | $2,486 | $3,610-31.1% | $5,299-53.1% | $4,297-42.1% |