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 | $18,372 | $135,952-86.5% | $123,892-85.2% | $273,961-93.3% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | -6.45% | 56.63%-63.1pp | 47.52%-54.0pp | 41.45%-47.9pp |
| Employer contribution / active EE | $1,674 | $5,170-67.6% | $4,617-63.7% | $4,869-65.6% |
| Participant deferral / active EE | $3,467 | $6,343-45.3% | $5,984-42.1% | $5,287-34.4% |
| Admin fee / account holder | $1,256 | $9,817-87.2% | $8,357-85.0% | $10,132-87.6% |