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 | $16,565 | $138,065-88.0% | $123,544-86.6% | $135,375-87.8% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -9.66% | 153.68%-163.3pp | 119.20%-128.9pp | 519.73%-529.4pp |
| Employer contribution / active EE | $2,860 | $5,151-44.5% | $4,628-38.2% | $4,779-40.2% |
| Participant deferral / active EE | $2,437 | $6,799-64.2% | $6,426-62.1% | $5,609-56.5% |
| Admin fee / account holder | $3,949 | $10,916-63.8% | $9,284-57.5% | $10,827-63.5% |