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 | $22,866 | $197,591-88.4% | $177,821-87.1% | $158,922-85.6% |
| Participation rate | 81.0% | 88.5%-7.6pp | 87.7%-6.8pp | 82.0%-1.0pp |
| Annual return | -5.37% | 58.76%-64.1pp | 48.32%-53.7pp | 302.83%-308.2pp |
| Employer contribution / active EE | $3,875 | $6,697-42.1% | $5,918-34.5% | $4,761-18.6% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,370 | $15,399-91.1% | $12,427-89.0% | $11,246-87.8% |