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 | $17,778 | $80,724-78.0% | $103,333-82.8% | $74,495-76.1% |
| Participation rate | 90.4% | 65.7%+24.7pp | 74.5%+15.9pp | 67.2%+23.2pp |
| Annual return | -19.12% | 27.56%-46.7pp | 24.88%-44.0pp | 1364.94%-1384.1pp |
| Employer contribution / active EE | $1,022 | $3,157-67.6% | $3,868-73.6% | $2,623-61.0% |
| Participant deferral / active EE | $2,488 | $3,860-35.6% | $5,057-50.8% | $4,346-42.8% |
| Admin fee / account holder | $5,815 | $2,368+145.5% | $8,355-30.4% | $1,942+199.5% |