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 | $20,076 | $62,586-67.9% | $76,768-73.8% | $64,186-68.7% |
| Participation rate | 81.3% | 72.8%+8.4pp | 77.0%+4.3pp | 69.6%+11.7pp |
| Annual return | -11.09% | -1.95%-9.1pp | 2.43%-13.5pp | 7.63%-18.7pp |
| Employer contribution / active EE | $2,542 | $1,832+38.7% | $2,485+2.3% | $2,381+6.8% |
| Participant deferral / active EE | $3,753 | $3,145+19.4% | $3,852-2.6% | $3,470+8.2% |
| Admin fee / account holder | $424 | $4,667-90.9% | $6,675-93.7% | $4,888-91.3% |