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 | $23,021 | $198,466-88.4% | $170,442-86.5% | $147,584-84.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -2.39% | 257.29%-259.7pp | 205.93%-208.3pp | 578.55%-580.9pp |
| Employer contribution / active EE | $5,592 | $6,184-9.6% | $5,433+2.9% | $4,876+14.7% |
| Participant deferral / active EE | $3,252 | $5,629-42.2% | $4,939-34.2% | $5,439-40.2% |
| Admin fee / account holder | $651 | $16,852-96.1% | $13,880-95.3% | $10,885-94.0% |