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 9-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 | $15,945 | $135,952-88.3% | $123,892-87.1% | $273,961-94.2% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | -2.61% | 56.63%-59.2pp | 47.52%-50.1pp | 41.45%-44.1pp |
| Employer contribution / active EE | $3,051 | $5,170-41.0% | $4,617-33.9% | $4,869-37.3% |
| Participant deferral / active EE | $5,068 | $6,343-20.1% | $5,984-15.3% | $5,287-4.1% |
| Admin fee / account holder | $465 | $9,817-95.3% | $8,357-94.4% | $10,132-95.4% |