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 | $23,766 | $72,404-67.2% | $110,238-78.4% | $64,186-63.0% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.0pp | 69.6%+23.3pp |
| Annual return | -8.98% | -6.29%-2.7pp | 314.74%-323.7pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,226 | $2,282-46.2% | $3,826-67.9% | $2,381-48.5% |
| Participant deferral / active EE | $2,628 | $3,469-24.2% | $4,672-43.7% | $3,470-24.3% |
| Admin fee / account holder | $635 | $5,664-88.8% | $8,547-92.6% | $4,888-87.0% |