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 6-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 | $22,377 | $71,883-68.9% | $86,677-74.2% | $68,494-67.3% |
| Participation rate | 98.2% | 72.2%+26.0pp | 76.6%+21.7pp | 67.9%+30.4pp |
| Annual return | -26.14% | 3.52%-29.7pp | 35.91%-62.1pp | -7.84%-18.3pp |
| Employer contribution / active EE | $7,572 | $2,173+248.5% | $2,836+167.0% | $2,596+191.7% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,052 | $6,112-66.4% | $7,493-72.6% | $5,403-62.0% |