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 | $10,536 | $91,190-88.4% | $178,490-94.1% | $79,858-86.8% |
| Participation rate | 98.6% | 69.2%+29.4pp | 81.9%+16.7pp | 69.6%+29.0pp |
| Annual return | 5.18% | 24.19%-19.0pp | 151.07%-145.9pp | 31.71%-26.5pp |
| Employer contribution / active EE | $2,319 | $3,256-28.8% | $5,011-53.7% | $2,471-6.1% |
| Participant deferral / active EE | $1,344 | $3,236-58.5% | $5,202-74.2% | $3,740-64.1% |
| Admin fee / account holder | $1,353 | $6,751-80.0% | $13,984-90.3% | $5,306-74.5% |