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 | $180,306 | $459,659-60.8% | $459,659-60.8% | $405,731-55.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.9%+12.1pp | 91.9%+8.1pp |
| Annual return | -8.78% | -1.33%-7.4pp | -7.78%-1.0pp | 4.30%-13.1pp |
| Employer contribution / active EE | $19,960 | $35,026-43.0% | $35,026-43.0% | $26,636-25.1% |
| Participant deferral / active EE | $11,446 | $7,482+53.0% | $7,297+56.9% | $5,788+97.8% |
| Admin fee / account holder | $9,326 | $30,030-68.9% | $30,030-68.9% | $12,997-28.3% |