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 | $23,109 | $109,881-79.0% | $150,045-84.6% | $84,808-72.8% |
| Participation rate | 95.9% | 76.1%+19.8pp | 82.3%+13.6pp | 68.3%+27.6pp |
| Annual return | -9.98% | 28.25%-38.2pp | 62.55%-72.5pp | 40.90%-50.9pp |
| Employer contribution / active EE | $3,777 | $3,561+6.1% | $4,693-19.5% | $2,631+43.6% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $686 | $8,568-92.0% | $13,435-94.9% | $7,344-90.7% |