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 | $23,952 | $67,411-64.5% | $91,001-73.7% | $70,131-65.8% |
| Participation rate | 82.8% | 71.4%+11.4pp | 75.6%+7.2pp | 69.5%+13.3pp |
| Annual return | 11.92% | -40.16%+52.1pp | 4.60%+7.3pp | 73.14%-61.2pp |
| Employer contribution / active EE | $860 | $1,786-51.8% | $2,456-65.0% | $2,342-63.3% |
| Participant deferral / active EE | $1,297 | $2,823-54.1% | $3,547-63.4% | $3,332-61.1% |
| Admin fee / account holder | $552 | $4,236-87.0% | $5,417-89.8% | $4,645-88.1% |