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 | $29,768 | $82,032-63.7% | $123,104-75.8% | $59,632-50.1% |
| Participation rate | 86.5% | 83.2%+3.3pp | 86.8%-0.3pp | 68.7%+17.8pp |
| Annual return | -2.18% | 5.12%-7.3pp | 13.22%-15.4pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,404 | $4,667-27.1% | $6,230-45.4% | $3,192+6.6% |
| Admin fee / account holder | $720 | $5,881-87.8% | $9,015-92.0% | $4,297-83.3% |