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 9-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 | $22,919 | $72,492-68.4% | $87,100-73.7% | $72,985-68.6% |
| Participation rate | 97.9% | 72.8%+25.1pp | 76.9%+21.1pp | 69.5%+28.5pp |
| Annual return | -2.06% | 24.46%-26.5pp | 28.19%-30.3pp | 81.00%-83.1pp |
| Employer contribution / active EE | $722 | $1,894-61.9% | $2,521-71.4% | $2,440-70.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $376 | $5,055-92.6% | $7,497-95.0% | $5,124-92.7% |