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 5-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 | $17,096 | $71,883-76.2% | $86,677-80.3% | $68,494-75.0% |
| Participation rate | 96.1% | 72.2%+23.8pp | 76.6%+19.5pp | 67.9%+28.2pp |
| Annual return | -21.20% | 3.52%-24.7pp | 35.91%-57.1pp | -7.84%-13.4pp |
| Employer contribution / active EE | $4,688 | $2,173+115.7% | $2,836+65.3% | $2,596+80.5% |
| Participant deferral / active EE | $10,192 | $3,779+169.7% | $4,656+118.9% | $4,027+153.1% |
| Admin fee / account holder | $380 | $6,112-93.8% | $7,493-94.9% | $5,403-93.0% |