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 | $15,422 | $83,477-81.5% | $125,175-87.7% | $72,985-78.9% |
| Participation rate | 97.8% | 73.3%+24.5pp | 79.8%+18.0pp | 69.5%+28.3pp |
| Annual return | -8.25% | 25.78%-34.0pp | 43.79%-52.0pp | 81.00%-89.3pp |
| Employer contribution / active EE | $870 | $2,345-62.9% | $3,865-77.5% | $2,440-64.4% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,257 | $5,517-77.2% | $9,702-87.0% | $5,124-75.5% |