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 3-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 | $31,152 | $108,825-71.4% | $156,181-80.1% | $82,448-62.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -16.77% | 20.59%-37.4pp | 64.87%-81.6pp | 41.64%-58.4pp |
| Employer contribution / active EE | $4,764 | $2,870+66.0% | $4,294+10.9% | $2,551+86.8% |
| Participant deferral / active EE | $5,363 | $4,577+17.2% | $6,132-12.6% | $4,139+29.6% |
| Admin fee / account holder | $1,560 | $9,341-83.3% | $14,586-89.3% | $7,234-78.4% |