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 | $2,514 | $90,503-97.2% | $78,689-96.8% | $273,961-99.1% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | -7.17% | 75.60%-82.8pp | 62.18%-69.3pp | 41.45%-48.6pp |
| Employer contribution / active EE | $717 | $3,176-77.4% | $2,851-74.9% | $4,869-85.3% |
| Participant deferral / active EE | $1,801 | $3,901-53.8% | $3,517-48.8% | $5,287-65.9% |
| Admin fee / account holder | $3,621 | $5,263-31.2% | $4,510-19.7% | $10,132-64.3% |