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 | $15,808 | $77,813-79.7% | $123,544-87.2% | $64,186-75.4% |
| Participation rate | 94.7% | 74.7%+20.0pp | 82.3%+12.4pp | 69.6%+25.2pp |
| Annual return | -11.30% | 12.48%-23.8pp | 119.20%-130.5pp | 7.63%-18.9pp |
| Employer contribution / active EE | $1,773 | $3,014-41.2% | $4,628-61.7% | $2,381-25.5% |
| Participant deferral / active EE | $2,774 | $5,240-47.1% | $6,426-56.8% | $3,470-20.1% |
| Admin fee / account holder | $379 | $5,519-93.1% | $9,284-95.9% | $4,888-92.3% |