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 9-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 | $21,974 | $94,625-76.8% | $116,228-81.1% | $84,808-74.1% |
| Participation rate | 79.3% | 70.4%+8.9pp | 74.6%+4.8pp | 68.3%+11.0pp |
| Annual return | 12.13% | 20.40%-8.3pp | 90.06%-77.9pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,412 | $2,347-39.8% | $2,994-52.8% | $2,631-46.3% |
| Participant deferral / active EE | $4,199 | $3,972+5.7% | $4,953-15.2% | $4,212-0.3% |
| Admin fee / account holder | $11,511 | $10,091+14.1% | $11,989-4.0% | $7,344+56.7% |