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 | $7,738 | $168,632-95.4% | $147,614-94.8% | $125,391-93.8% |
| Participation rate | 84.2% | 88.8%-4.6pp | 84.6%-0.4pp | 83.2%+1.0pp |
| Annual return | -5.04% | 77.65%-82.7pp | 61.98%-67.0pp | 282.22%-287.3pp |
| Employer contribution / active EE | $1,274 | $6,252-79.6% | $5,564-77.1% | $4,866-73.8% |
| Participant deferral / active EE | $2,048 | $5,507-62.8% | $4,895-58.2% | $5,352-61.7% |
| Admin fee / account holder | $1,019 | $13,580-92.5% | $11,611-91.2% | $9,540-89.3% |