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 | $17,696 | $64,871-72.7% | $129,110-86.3% | $66,914-73.6% |
| Participation rate | 75.5% | 74.0%+1.5pp | 77.3%-1.8pp | 69.8%+5.7pp |
| Annual return | -20.53% | -12.21%-8.3pp | -10.94%-9.6pp | 1.58%-22.1pp |
| Employer contribution / active EE | $2,083 | $3,741-44.3% | $5,052-58.8% | $2,544-18.1% |
| Participant deferral / active EE | $2,315 | $5,090-54.5% | $6,542-64.6% | $4,237-45.4% |
| Admin fee / account holder | $707 | $629+12.4% | $14,302-95.1% | $593+19.2% |