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 | $16,549 | $64,707-74.4% | $112,228-85.3% | $68,494-75.8% |
| Participation rate | 92.7% | 67.2%+25.5pp | 75.1%+17.6pp | 67.9%+24.8pp |
| Annual return | -20.13% | -11.40%-8.7pp | 27.45%-47.6pp | -7.84%-12.3pp |
| Employer contribution / active EE | $5,250 | $2,746+91.2% | $3,635+44.4% | $2,596+102.2% |
| Participant deferral / active EE | $3,353 | $3,565-5.9% | $4,728-29.1% | $4,027-16.7% |
| Admin fee / account holder | $2,877 | $5,232-45.0% | $6,410-55.1% | $5,403-46.7% |