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 | $21,736 | $62,586-65.3% | $76,768-71.7% | $64,186-66.1% |
| Participation rate | 98.1% | 72.8%+25.3pp | 77.0%+21.1pp | 69.6%+28.5pp |
| Annual return | -7.60% | -1.95%-5.7pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $3,037 | $1,832+65.8% | $2,485+22.2% | $2,381+27.6% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $856 | $4,667-81.7% | $6,675-87.2% | $4,888-82.5% |