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 6-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 | $21,573 | $167,484-87.1% | $151,611-85.8% | $134,475-84.0% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -24.39% | 7.80%-32.2pp | 3.33%-27.7pp | 417.96%-442.4pp |
| Employer contribution / active EE | $2,511 | $6,829-63.2% | $6,166-59.3% | $4,740-47.0% |
| Participant deferral / active EE | $8,079 | $8,986-10.1% | $8,363-3.4% | $6,400+26.2% |
| Admin fee / account holder | $4,494 | $13,783-67.4% | $11,616-61.3% | $11,426-60.7% |