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 | $9,549 | $81,460-88.3% | $103,333-90.8% | $80,856-88.2% |
| Participation rate | 80.3% | 66.8%+13.5pp | 74.5%+5.8pp | 67.6%+12.7pp |
| Annual return | 1.61% | 25.55%-23.9pp | 24.88%-23.3pp | 35.59%-34.0pp |
| Employer contribution / active EE | $898 | $3,105-71.1% | $3,868-76.8% | $2,755-67.4% |
| Participant deferral / active EE | $3,069 | $3,869-20.7% | $5,057-39.3% | $4,296-28.6% |
| Admin fee / account holder | $1,221 | $6,566-81.4% | $8,355-85.4% | $6,918-82.3% |