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 | $5,392 | $114,381-95.3% | $107,525-95.0% | $142,382-96.2% |
| Participation rate | 73.7% | 78.1%-4.5pp | 75.1%-1.4pp | 80.1%-6.4pp |
| Annual return | 3.61% | 242.71%-239.1pp | 181.32%-177.7pp | 217.08%-213.5pp |
| Employer contribution / active EE | $1,038 | $4,015-74.1% | $3,754-72.3% | $4,299-75.9% |
| Participant deferral / active EE | $2,966 | $5,564-46.7% | $5,116-42.0% | $6,507-54.4% |
| Admin fee / account holder | $11,254 | $9,860+14.1% | $8,919+26.2% | $12,624-10.9% |