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 | $11,082 | $98,240-88.7% | $82,313-86.5% | $147,584-92.5% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | -19.93% | 30.85%-50.8pp | 25.88%-45.8pp | 578.55%-598.5pp |
| Employer contribution / active EE | $2,241 | $3,192-29.8% | $2,428-7.7% | $4,876-54.0% |
| Participant deferral / active EE | $5,161 | $4,383+17.7% | $3,706+39.3% | $5,439-5.1% |
| Admin fee / account holder | $2,536 | $8,563-70.4% | $5,608-54.8% | $10,885-76.7% |