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 | $20,485 | $56,199-63.5% | $67,652-69.7% | $59,632-65.6% |
| Participation rate | 96.0% | 71.5%+24.5pp | 75.7%+20.3pp | 68.7%+27.3pp |
| Annual return | -3.75% | 18505.31%-18509.1pp | 6625.04%-6628.8pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $1,441 | $1,614-10.8% | $2,266-36.4% | $2,203-34.6% |
| Participant deferral / active EE | $3,339 | $2,844+17.4% | $3,560-6.2% | $3,192+4.6% |
| Admin fee / account holder | $3,114 | $3,958-21.3% | $4,821-35.4% | $4,297-27.5% |