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 | $16,599 | $88,672-81.3% | $105,223-84.2% | $82,448-79.9% |
| Participation rate | 96.2% | 67.9%+28.2pp | 75.0%+21.1pp | 68.1%+28.1pp |
| Annual return | 6.13% | 30.86%-24.7pp | 180.65%-174.5pp | 41.64%-35.5pp |
| Employer contribution / active EE | $3,039 | $3,048-0.3% | $3,689-17.6% | $2,551+19.1% |
| Participant deferral / active EE | $5,336 | $4,036+32.2% | $5,072+5.2% | $4,139+28.9% |
| Admin fee / account holder | $33,268 | $7,146+365.5% | $8,859+275.5% | $7,234+359.9% |