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 | $20,135 | $87,013-76.9% | $106,213-81.0% | $80,856-75.1% |
| Participation rate | 96.6% | 70.4%+26.2pp | 75.3%+21.3pp | 67.6%+29.0pp |
| Annual return | -14.55% | 17.05%-31.6pp | 116.14%-130.7pp | 35.59%-50.1pp |
| Employer contribution / active EE | $2,980 | $2,395+24.4% | $3,171-6.0% | $2,755+8.2% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,217 | $8,431-73.7% | $11,033-79.9% | $6,918-68.0% |