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 | $17,704 | $157,256-88.7% | $141,162-87.5% | $152,861-88.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 8.88% | 64.32%-55.4pp | 71.39%-62.5pp | 345.32%-336.4pp |
| Employer contribution / active EE | $1,651 | $5,261-68.6% | $4,735-65.1% | $4,762-65.3% |
| Participant deferral / active EE | $6,628 | $7,109-6.8% | $6,709-1.2% | $5,850+13.3% |
| Admin fee / account holder | $7,301 | $12,120-39.8% | $10,261-28.8% | $11,596-37.0% |