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 7-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 | $12,207 | $71,883-83.0% | $86,677-85.9% | $68,494-82.2% |
| Participation rate | 85.4% | 72.2%+13.2pp | 76.6%+8.8pp | 67.9%+17.5pp |
| Annual return | -19.77% | 3.52%-23.3pp | 35.91%-55.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,701 | $2,173-21.7% | $2,836-40.0% | $2,596-34.5% |
| Participant deferral / active EE | $3,884 | $3,779+2.8% | $4,656-16.6% | $4,027-3.6% |
| Admin fee / account holder | $1,801 | $6,112-70.5% | $7,493-76.0% | $5,403-66.7% |