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 8-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 | $19,296 | $94,529-79.6% | $140,016-86.2% | $64,186-69.9% |
| Participation rate | 97.1% | 84.1%+13.1pp | 87.5%+9.6pp | 69.6%+27.6pp |
| Annual return | -9.42% | 7.77%-17.2pp | 651.12%-660.5pp | 7.63%-17.0pp |
| Employer contribution / active EE | $2,469 | $3,812-35.2% | $5,606-56.0% | $2,381+3.7% |
| Participant deferral / active EE | $3,390 | $5,250-35.4% | $6,927-51.1% | $3,470-2.3% |
| Admin fee / account holder | $382 | $6,741-94.3% | $10,705-96.4% | $4,888-92.2% |