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 | $12,172 | $92,222-86.8% | $76,768-84.1% | $135,375-91.0% |
| Participation rate | 86.4% | 79.8%+6.6pp | 77.0%+9.4pp | 82.6%+3.7pp |
| Annual return | -11.14% | 5.46%-16.6pp | 2.43%-13.6pp | 519.73%-530.9pp |
| Employer contribution / active EE | $1,868 | $3,216-41.9% | $2,485-24.9% | $4,779-60.9% |
| Participant deferral / active EE | $4,617 | $4,509+2.4% | $3,852+19.9% | $5,609-17.7% |
| Admin fee / account holder | $1,268 | $10,748-88.2% | $6,675-81.0% | $10,827-88.3% |