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 9-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 | $23,390 | $81,900-71.4% | $119,609-80.4% | $68,494-65.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -20.85% | -23.82%+3.0pp | -14.97%-5.9pp | -7.84%-13.0pp |
| Employer contribution / active EE | $3,168 | $2,693+17.6% | $4,232-25.1% | $2,596+22.0% |
| Participant deferral / active EE | $4,923 | $4,148+18.7% | $5,602-12.1% | $4,027+22.2% |
| Admin fee / account holder | $1,559 | $6,582-76.3% | $10,323-84.9% | $5,403-71.1% |