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 | $32,631 | $198,466-83.6% | $170,442-80.9% | $147,584-77.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -1.18% | 257.29%-258.5pp | 205.93%-207.1pp | 578.55%-579.7pp |
| Employer contribution / active EE | $1,812 | $6,184-70.7% | $5,433-66.7% | $4,876-62.8% |
| Participant deferral / active EE | $4,329 | $5,629-23.1% | $4,939-12.4% | $5,439-20.4% |
| Admin fee / account holder | $3,252 | $16,852-80.7% | $13,880-76.6% | $10,885-70.1% |