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 | $23,646 | $82,032-71.2% | $123,104-80.8% | $59,632-60.3% |
| Participation rate | 74.0% | 83.2%-9.2pp | 86.8%-12.8pp | 68.7%+5.3pp |
| Annual return | -9.81% | 5.12%-14.9pp | 13.22%-23.0pp | 2041.28%-2051.1pp |
| Employer contribution / active EE | $3,268 | $3,297-0.9% | $5,151-36.6% | $2,203+48.4% |
| Participant deferral / active EE | $8,087 | $4,667+73.3% | $6,230+29.8% | $3,192+153.4% |
| Admin fee / account holder | $939 | $5,881-84.0% | $9,015-89.6% | $4,297-78.2% |