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 | $8,929 | $81,208-89.0% | $98,907-91.0% | $79,858-88.8% |
| Participation rate | 74.4% | 72.5%+1.9pp | 76.0%-1.6pp | 69.6%+4.8pp |
| Annual return | 7.21% | 60.99%-53.8pp | 196.43%-189.2pp | 31.71%-24.5pp |
| Employer contribution / active EE | $1,366 | $1,960-30.3% | $2,689-49.2% | $2,471-44.7% |
| Participant deferral / active EE | $2,118 | $3,265-35.1% | $4,244-50.1% | $3,740-43.4% |
| Admin fee / account holder | $2,654 | $6,013-55.9% | $6,642-60.0% | $5,306-50.0% |