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 | $25,528 | $209,411-87.8% | $178,490-85.7% | $158,922-83.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -8.58% | 188.75%-197.3pp | 151.07%-159.7pp | 302.83%-311.4pp |
| Employer contribution / active EE | $2,332 | $5,706-59.1% | $5,011-53.4% | $4,761-51.0% |
| Participant deferral / active EE | $5,115 | $5,954-14.1% | $5,202-1.7% | $5,982-14.5% |
| Admin fee / account holder | $16,286 | $17,074-4.6% | $13,984+16.5% | $11,246+44.8% |