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 | $21,048 | $135,952-84.5% | $123,892-83.0% | $273,961-92.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -24.46% | 56.63%-81.1pp | 47.52%-72.0pp | 41.45%-65.9pp |
| Employer contribution / active EE | $5,037 | $5,170-2.6% | $4,617+9.1% | $4,869+3.5% |
| Participant deferral / active EE | $10,172 | $6,343+60.4% | $5,984+70.0% | $5,287+92.4% |
| Admin fee / account holder | $10,026 | $9,817+2.1% | $8,357+20.0% | $10,132-1.0% |