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 | $16,386 | $92,222-82.2% | $76,768-78.7% | $135,375-87.9% |
| Participation rate | 72.7% | 79.8%-7.0pp | 77.0%-4.2pp | 82.6%-9.9pp |
| Annual return | -15.29% | 5.46%-20.7pp | 2.43%-17.7pp | 519.73%-535.0pp |
| Employer contribution / active EE | $1,740 | $3,216-45.9% | $2,485-30.0% | $4,779-63.6% |
| Participant deferral / active EE | $5,588 | $4,509+23.9% | $3,852+45.1% | $5,609-0.4% |
| Admin fee / account holder | $713 | $10,748-93.4% | $6,675-89.3% | $10,827-93.4% |