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 | $27,426 | $180,449-84.8% | $154,107-82.2% | $135,375-79.7% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -15.46% | 888.09%-903.5pp | 735.12%-750.6pp | 519.73%-535.2pp |
| Employer contribution / active EE | $2,098 | $6,035-65.2% | $5,298-60.4% | $4,779-56.1% |
| Participant deferral / active EE | $3,345 | $5,806-42.4% | $5,081-34.2% | $5,609-40.4% |
| Admin fee / account holder | $432 | $16,143-97.3% | $13,411-96.8% | $10,827-96.0% |