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 | $22,346 | $72,404-69.1% | $110,238-79.7% | $64,186-65.2% |
| Participation rate | 86.3% | 73.3%+12.9pp | 79.8%+6.5pp | 69.6%+16.7pp |
| Annual return | -10.56% | -6.29%-4.3pp | 314.74%-325.3pp | 7.63%-18.2pp |
| Employer contribution / active EE | $2,410 | $2,282+5.6% | $3,826-37.0% | $2,381+1.2% |
| Participant deferral / active EE | $2,343 | $3,469-32.5% | $4,672-49.8% | $3,470-32.5% |
| Admin fee / account holder | $1,758 | $5,664-69.0% | $8,547-79.4% | $4,888-64.0% |