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 | $17,487 | $138,065-87.3% | $123,544-85.8% | $135,375-87.1% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -10.08% | 153.68%-163.8pp | 119.20%-129.3pp | 519.73%-529.8pp |
| Employer contribution / active EE | $3,415 | $5,151-33.7% | $4,628-26.2% | $4,779-28.5% |
| Participant deferral / active EE | $8,348 | $6,799+22.8% | $6,426+29.9% | $5,609+48.8% |
| Admin fee / account holder | $6,518 | $10,916-40.3% | $9,284-29.8% | $10,827-39.8% |