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 | $14,746 | $77,813-81.1% | $123,544-88.1% | $64,186-77.0% |
| Participation rate | 70.6% | 74.7%-4.1pp | 82.3%-11.7pp | 69.6%+1.0pp |
| Annual return | -17.11% | 12.48%-29.6pp | 119.20%-136.3pp | 7.63%-24.7pp |
| Employer contribution / active EE | $1,483 | $3,014-50.8% | $4,628-67.9% | $2,381-37.7% |
| Participant deferral / active EE | $3,974 | $5,240-24.2% | $6,426-38.1% | $3,470+14.5% |
| Admin fee / account holder | $306 | $5,519-94.5% | $9,284-96.7% | $4,888-93.7% |