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 | $21,501 | $140,588-84.7% | $123,104-82.5% | $125,391-82.9% |
| Participation rate | 87.5% | 88.2%-0.7pp | 86.8%+0.7pp | 83.2%+4.3pp |
| Annual return | -6.21% | 16.80%-23.0pp | 13.22%-19.4pp | 282.22%-288.4pp |
| Employer contribution / active EE | $3,220 | $6,041-46.7% | $5,151-37.5% | $4,866-33.8% |
| Participant deferral / active EE | $8,250 | $6,980+18.2% | $6,230+32.4% | $5,352+54.2% |
| Admin fee / account holder | $705 | $11,198-93.7% | $9,015-92.2% | $9,540-92.6% |