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 | $12,937 | $56,484-77.1% | $169,463-92.4% | $64,186-79.8% |
| Participation rate | 96.3% | 64.5%+31.7pp | 77.8%+18.5pp | 69.6%+26.7pp |
| Annual return | -18.54% | -1.55%-17.0pp | 1.83%-20.4pp | 7.63%-26.2pp |
| Employer contribution / active EE | $1,888 | $1,832+3.0% | $4,159-54.6% | $2,381-20.7% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,062 | $4,174-74.6% | $9,109-88.3% | $4,888-78.3% |