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 | $15,923 | $87,013-81.7% | $106,213-85.0% | $80,856-80.3% |
| Participation rate | 97.6% | 70.4%+27.1pp | 75.3%+22.3pp | 67.6%+29.9pp |
| Annual return | -19.80% | 17.05%-36.8pp | 116.14%-135.9pp | 35.59%-55.4pp |
| Employer contribution / active EE | $4,600 | $2,395+92.0% | $3,171+45.0% | $2,755+67.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,274 | $8,431-73.0% | $11,033-79.4% | $6,918-67.1% |