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 | $5,916 | $97,757-93.9% | $83,848-92.9% | $135,375-95.6% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -14.09% | 1287.37%-1301.5pp | 850.88%-865.0pp | 519.73%-533.8pp |
| Employer contribution / active EE | $792 | $4,222-81.2% | $3,631-78.2% | $4,779-83.4% |
| Participant deferral / active EE | $1,238 | $4,682-73.6% | $4,082-69.7% | $5,609-77.9% |
| Admin fee / account holder | $732 | $6,674-89.0% | $5,478-86.6% | $10,827-93.2% |