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 | $20,622 | $211,958-90.3% | $169,463-87.8% | $135,375-84.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -15.17% | 3.26%-18.4pp | 1.83%-17.0pp | 519.73%-534.9pp |
| Employer contribution / active EE | $4,721 | $5,120-7.8% | $4,159+13.5% | $4,779-1.2% |
| Participant deferral / active EE | $5,573 | $6,075-8.3% | $5,277+5.6% | $5,609-0.6% |
| Admin fee / account holder | $593 | $11,471-94.8% | $9,109-93.5% | $10,827-94.5% |