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 8-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 | $19,992 | $87,733-77.2% | $106,548-81.2% | $85,850-76.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 10.74% | 21.86%-11.1pp | 26.80%-16.1pp | 318.53%-307.8pp |
| Employer contribution / active EE | $2,494 | $2,073+20.3% | $2,819-11.5% | $2,565-2.8% |
| Participant deferral / active EE | $4,024 | $3,469+16.0% | $4,398-8.5% | $3,952+1.8% |
| Admin fee / account holder | $811 | $6,767-88.0% | $7,407-89.0% | $6,260-87.0% |