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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,222 | $344,948-23.1% | $334,201-20.6% | $338,187-21.6% |
| Participation rate | 100.0% | 51.8%+48.2pp | 43.9%+56.1pp | 44.0%+56.0pp |
| Annual return | 2.97% | 10.03%-7.1pp | 9.84%-6.9pp | 13.05%-10.1pp |
| Employer contribution / active EE | $28,333 | $31,905-11.2% | $30,320-6.6% | $37,639-24.7% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $49-100.0% |
| Admin fee / account holder | $63,333 | $59,591+6.3% | $53,213+19.0% | $30,864+105.2% |