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 8-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 | $38,936 | $123,793-68.5% | $177,821-78.1% | $79,858-51.2% |
| Participation rate | 94.7% | 84.7%+10.0pp | 87.7%+6.9pp | 69.6%+25.0pp |
| Annual return | -19.61% | 22.82%-42.4pp | 48.32%-67.9pp | 31.71%-51.3pp |
| Employer contribution / active EE | $2,721 | $4,095-33.6% | $5,918-54.0% | $2,471+10.1% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,823 | $7,243-74.8% | $12,427-85.3% | $5,306-65.6% |