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 | $23,349 | $72,404-67.8% | $110,238-78.8% | $64,186-63.6% |
| Participation rate | 90.3% | 73.3%+17.0pp | 79.8%+10.5pp | 69.6%+20.8pp |
| Annual return | -9.70% | -6.29%-3.4pp | 314.74%-324.4pp | 7.63%-17.3pp |
| Employer contribution / active EE | $2,034 | $2,282-10.8% | $3,826-46.8% | $2,381-14.6% |
| Participant deferral / active EE | $3,862 | $3,469+11.3% | $4,672-17.3% | $3,470+11.3% |
| Admin fee / account holder | $5,250 | $5,664-7.3% | $8,547-38.6% | $4,888+7.4% |