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 5-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 | $23,592 | $167,484-85.9% | $151,611-84.4% | $134,475-82.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.99% | 7.80%-31.8pp | 3.33%-27.3pp | 417.96%-442.0pp |
| Employer contribution / active EE | $10,334 | $6,829+51.3% | $6,166+67.6% | $4,740+118.0% |
| Participant deferral / active EE | $13,118 | $8,986+46.0% | $8,363+56.8% | $6,400+105.0% |
| Admin fee / account holder | $4,626 | $13,783-66.4% | $11,616-60.2% | $11,426-59.5% |