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 | $20,739 | $91,538-77.3% | $129,995-84.0% | $75,163-72.4% |
| Participation rate | 76.5% | 71.4%+5.0pp | 78.5%-2.0pp | 67.2%+9.3pp |
| Annual return | 10.27% | -631.11%+641.4pp | -137.18%+147.4pp | 160.62%-150.4pp |
| Employer contribution / active EE | $5,713 | $2,845+100.8% | $4,320+32.3% | $2,670+114.0% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,608 | $6,790-76.3% | $10,614-84.8% | $5,651-71.5% |