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 5-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 | $9,672 | $100,754-90.4% | $86,677-88.8% | $134,475-92.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -24.89% | 29.04%-53.9pp | 35.91%-60.8pp | 417.96%-442.9pp |
| Employer contribution / active EE | $3,782 | $3,489+8.4% | $2,836+33.4% | $4,740-20.2% |
| Participant deferral / active EE | $5,755 | $5,338+7.8% | $4,656+23.6% | $6,400-10.1% |
| Admin fee / account holder | $1,291 | $10,926-88.2% | $7,493-82.8% | $11,426-88.7% |