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 | $23,326 | $144,119-83.8% | $117,854-80.2% | $147,584-84.2% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | -1.01% | 531.15%-532.2pp | 335.08%-336.1pp | 578.55%-579.6pp |
| Employer contribution / active EE | $1,162 | $4,896-76.3% | $3,786-69.3% | $4,876-76.2% |
| Participant deferral / active EE | $1,637 | $5,316-69.2% | $4,482-63.5% | $5,439-69.9% |
| Admin fee / account holder | $477 | $10,886-95.6% | $8,020-94.1% | $10,885-95.6% |