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 | $13,049 | $86,286-84.9% | $111,297-88.3% | $85,850-84.8% |
| Participation rate | 98.6% | 73.3%+25.2pp | 77.3%+21.3pp | 69.3%+29.3pp |
| Annual return | -6.42% | 19.99%-26.4pp | 54.65%-61.1pp | 318.53%-325.0pp |
| Employer contribution / active EE | $5,125 | $2,043+150.8% | $2,731+87.6% | $2,565+99.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,810 | $8,188-77.9% | $7,964-77.3% | $6,260-71.1% |