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 | $12,689 | $92,222-86.2% | $76,768-83.5% | $135,375-90.6% |
| Participation rate | 76.9% | 79.8%-2.8pp | 77.0%0pp | 82.6%-5.7pp |
| Annual return | -15.81% | 5.46%-21.3pp | 2.43%-18.2pp | 519.73%-535.5pp |
| Employer contribution / active EE | $1,809 | $3,216-43.8% | $2,485-27.2% | $4,779-62.2% |
| Participant deferral / active EE | $2,538 | $4,509-43.7% | $3,852-34.1% | $5,609-54.7% |
| Admin fee / account holder | $302 | $10,748-97.2% | $6,675-95.5% | $10,827-97.2% |