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 6-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 | $14,124 | $102,317-86.2% | $146,958-90.4% | $80,856-82.5% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.2%+5.7pp | 67.6%+20.2pp |
| Annual return | 9.00% | 134.76%-125.8pp | 418.34%-409.3pp | 35.59%-26.6pp |
| Employer contribution / active EE | $2,032 | $3,713-45.3% | $4,933-58.8% | $2,755-26.2% |
| Participant deferral / active EE | $3,766 | $6,644-43.3% | $8,070-53.3% | $4,296-12.3% |
| Admin fee / account holder | $2,800 | $7,941-64.7% | $12,998-78.5% | $6,918-59.5% |