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 | $21,916 | $127,100-82.8% | $105,738-79.3% | $135,375-83.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 76.3%+9.4pp | 82.6%+3.1pp |
| Annual return | -12.71% | 4.49%-17.2pp | 6.27%-19.0pp | 519.73%-532.4pp |
| Employer contribution / active EE | $1,170 | $4,107-71.5% | $3,268-64.2% | $4,779-75.5% |
| Participant deferral / active EE | $2,660 | $5,064-47.5% | $4,080-34.8% | $5,609-52.6% |
| Admin fee / account holder | $3,809 | $9,087-58.1% | $6,913-44.9% | $10,827-64.8% |