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 | $31,836 | $99,985-68.2% | $146,665-78.3% | $85,850-62.9% |
| Participation rate | 70.2% | 73.1%-2.9pp | 80.1%-9.9pp | 69.3%+0.9pp |
| Annual return | -0.51% | 18.93%-19.4pp | 22.74%-23.3pp | 318.53%-319.0pp |
| Employer contribution / active EE | $719 | $2,559-71.9% | $4,136-82.6% | $2,565-72.0% |
| Participant deferral / active EE | $2,102 | $4,006-47.5% | $5,506-61.8% | $3,952-46.8% |
| Admin fee / account holder | $11,344 | $7,702+47.3% | $10,280+10.4% | $6,260+81.2% |