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 | $30,502 | $94,529-67.7% | $140,016-78.2% | $64,186-52.5% |
| Participation rate | 92.3% | 84.1%+8.2pp | 87.5%+4.8pp | 69.6%+22.7pp |
| Annual return | -9.52% | 7.77%-17.3pp | 651.12%-660.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,148 | $3,812-69.9% | $5,606-79.5% | $2,381-51.8% |
| Participant deferral / active EE | $8,820 | $5,250+68.0% | $6,927+27.3% | $3,470+154.2% |
| Admin fee / account holder | $1,652 | $6,741-75.5% | $10,705-84.6% | $4,888-66.2% |