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 | $3,370 | $109,327-96.9% | $89,391-96.2% | $158,922-97.9% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.5pp | 82.0%-10.5pp |
| Annual return | -4.03% | 345.68%-349.7pp | 245.62%-249.6pp | 302.83%-306.9pp |
| Employer contribution / active EE | $1,005 | $3,170-68.3% | $2,586-61.1% | $4,761-78.9% |
| Participant deferral / active EE | $1,234 | $4,598-73.2% | $3,890-68.3% | $5,982-79.4% |
| Admin fee / account holder | $6,283 | $6,153+2.1% | $4,881+28.7% | $11,246-44.1% |