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 | $17,848 | $162,781-89.0% | $133,956-86.7% | $158,922-88.8% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | -6.29% | 41.94%-48.2pp | 45.09%-51.4pp | 302.83%-309.1pp |
| Employer contribution / active EE | $10,953 | $4,975+120.1% | $3,919+179.5% | $4,761+130.0% |
| Participant deferral / active EE | $7,693 | $5,911+30.1% | $5,048+52.4% | $5,982+28.6% |
| Admin fee / account holder | $43,975 | $11,736+274.7% | $8,927+392.6% | $11,246+291.0% |