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 9-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 | $18,263 | $92,222-80.2% | $76,768-76.2% | $135,375-86.5% |
| Participation rate | 92.9% | 79.8%+13.1pp | 77.0%+15.9pp | 82.6%+10.2pp |
| Annual return | -9.90% | 5.46%-15.4pp | 2.43%-12.3pp | 519.73%-529.6pp |
| Employer contribution / active EE | $2,651 | $3,216-17.6% | $2,485+6.7% | $4,779-44.5% |
| Participant deferral / active EE | $5,785 | $4,509+28.3% | $3,852+50.2% | $5,609+3.1% |
| Admin fee / account holder | $1,956 | $10,748-81.8% | $6,675-70.7% | $10,827-81.9% |