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 7-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 | $12,348 | $190,805-93.5% | $159,960-92.3% | $134,475-90.8% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -24.55% | 552.23%-576.8pp | 408.60%-433.2pp | 417.96%-442.5pp |
| Employer contribution / active EE | $654 | $4,995-86.9% | $4,226-84.5% | $4,740-86.2% |
| Participant deferral / active EE | $2,288 | $6,923-67.0% | $6,182-63.0% | $6,400-64.3% |
| Admin fee / account holder | $505 | $10,471-95.2% | $8,698-94.2% | $11,426-95.6% |