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 | $26,798 | $83,477-67.9% | $125,175-78.6% | $72,985-63.3% |
| Participation rate | 77.1% | 73.3%+3.8pp | 79.8%-2.6pp | 69.5%+7.7pp |
| Annual return | -3.72% | 25.78%-29.5pp | 43.79%-47.5pp | 81.00%-84.7pp |
| Employer contribution / active EE | $1,182 | $2,345-49.6% | $3,865-69.4% | $2,440-51.6% |
| Participant deferral / active EE | $2,240 | $3,585-37.5% | $4,937-54.6% | $3,607-37.9% |
| Admin fee / account holder | $942 | $5,517-82.9% | $9,702-90.3% | $5,124-81.6% |