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 | $18,524 | $81,900-77.4% | $119,609-84.5% | $68,494-73.0% |
| Participation rate | 76.1% | 71.9%+4.2pp | 79.3%-3.2pp | 67.9%+8.2pp |
| Annual return | -21.18% | -23.82%+2.6pp | -14.97%-6.2pp | -7.84%-13.3pp |
| Employer contribution / active EE | $1,440 | $2,693-46.5% | $4,232-66.0% | $2,596-44.5% |
| Participant deferral / active EE | $3,243 | $4,148-21.8% | $5,602-42.1% | $4,027-19.5% |
| Admin fee / account holder | $1,048 | $6,582-84.1% | $10,323-89.8% | $5,403-80.6% |