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 | $20,093 | $181,894-89.0% | $156,549-87.2% | $273,961-92.7% |
| Participation rate | 94.1% | 88.4%+5.7pp | 84.0%+10.1pp | 83.0%+11.1pp |
| Annual return | -1.75% | 30.74%-32.5pp | 32.23%-34.0pp | 41.45%-43.2pp |
| Employer contribution / active EE | $1,895 | $6,248-69.7% | $5,501-65.6% | $4,869-61.1% |
| Participant deferral / active EE | $2,144 | $5,550-61.4% | $4,871-56.0% | $5,287-59.4% |
| Admin fee / account holder | $2,609 | $15,559-83.2% | $13,027-80.0% | $10,132-74.2% |