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 | $12,219 | $98,240-87.6% | $82,313-85.2% | $147,584-91.7% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 6.62% | 30.85%-24.2pp | 25.88%-19.3pp | 578.55%-571.9pp |
| Employer contribution / active EE | $2,219 | $3,192-30.5% | $2,428-8.6% | $4,876-54.5% |
| Participant deferral / active EE | $2,961 | $4,383-32.4% | $3,706-20.1% | $5,439-45.6% |
| Admin fee / account holder | $11,597 | $8,563+35.4% | $5,608+106.8% | $10,885+6.5% |