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 | $19,658 | $211,958-90.7% | $169,463-88.4% | $135,375-85.5% |
| Participation rate | 77.8% | 82.6%-4.9pp | 77.8%0pp | 82.6%-4.9pp |
| Annual return | -9.29% | 3.26%-12.6pp | 1.83%-11.1pp | 519.73%-529.0pp |
| Employer contribution / active EE | $3,969 | $5,120-22.5% | $4,159-4.6% | $4,779-16.9% |
| Participant deferral / active EE | $13,725 | $6,075+125.9% | $5,277+160.1% | $5,609+144.7% |
| Admin fee / account holder | $2,189 | $11,471-80.9% | $9,109-76.0% | $10,827-79.8% |