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 | $17,926 | $142,344-87.4% | $119,609-85.0% | $134,475-86.7% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | -20.93% | -12.44%-8.5pp | -14.97%-6.0pp | 417.96%-438.9pp |
| Employer contribution / active EE | $3,171 | $5,222-39.3% | $4,232-25.1% | $4,740-33.1% |
| Participant deferral / active EE | $2,563 | $6,469-60.4% | $5,602-54.2% | $6,400-59.9% |
| Admin fee / account holder | $979 | $13,584-92.8% | $10,323-90.5% | $11,426-91.4% |