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 | $8,784 | $99,341-91.2% | $84,750-89.6% | $273,961-96.8% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | -22.99% | 22.93%-45.9pp | 22.78%-45.8pp | 41.45%-64.4pp |
| Employer contribution / active EE | $1,469 | $4,214-65.1% | $3,574-58.9% | $4,869-69.8% |
| Participant deferral / active EE | $3,941 | $4,269-7.7% | $3,712+6.2% | $5,287-25.5% |
| Admin fee / account holder | $1,094 | $6,644-83.5% | $5,332-79.5% | $10,132-89.2% |