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 6-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 | $17,528 | $167,484-89.5% | $151,611-88.4% | $134,475-87.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.45% | 7.80%-30.2pp | 3.33%-25.8pp | 417.96%-440.4pp |
| Employer contribution / active EE | $2,502 | $6,829-63.4% | $6,166-59.4% | $4,740-47.2% |
| Participant deferral / active EE | $10,645 | $8,986+18.5% | $8,363+27.3% | $6,400+66.3% |
| Admin fee / account holder | $415 | $13,783-97.0% | $11,616-96.4% | $11,426-96.4% |