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 | $17,236 | $72,404-76.2% | $110,238-84.4% | $64,186-73.1% |
| Participation rate | 81.6% | 73.3%+8.2pp | 79.8%+1.8pp | 69.6%+12.0pp |
| Annual return | -11.74% | -6.29%-5.5pp | 314.74%-326.5pp | 7.63%-19.4pp |
| Employer contribution / active EE | $1,884 | $2,282-17.4% | $3,826-50.8% | $2,381-20.9% |
| Participant deferral / active EE | $4,611 | $3,469+32.9% | $4,672-1.3% | $3,470+32.9% |
| Admin fee / account holder | $835 | $5,664-85.3% | $8,547-90.2% | $4,888-82.9% |