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 | $12,006 | $138,065-91.3% | $123,544-90.3% | $135,375-91.1% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -16.41% | 153.68%-170.1pp | 119.20%-135.6pp | 519.73%-536.1pp |
| Employer contribution / active EE | $1,301 | $5,151-74.8% | $4,628-71.9% | $4,779-72.8% |
| Participant deferral / active EE | $5,065 | $6,799-25.5% | $6,426-21.2% | $5,609-9.7% |
| Admin fee / account holder | $1,319 | $10,916-87.9% | $9,284-85.8% | $10,827-87.8% |