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 8-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 | $16,820 | $176,056-90.4% | $159,436-89.5% | $167,490-90.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.51% | 331.75%-323.2pp | 263.57%-255.1pp | 478.56%-470.0pp |
| Employer contribution / active EE | $1,891 | $5,297-64.3% | $4,829-60.9% | $4,837-60.9% |
| Participant deferral / active EE | $4,085 | $7,750-47.3% | $7,352-44.4% | $6,341-35.6% |
| Admin fee / account holder | $9,677 | $12,554-22.9% | $10,799-10.4% | $12,309-21.4% |