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 | $10,748 | $78,672-86.3% | $109,143-90.2% | $85,850-87.5% |
| Participation rate | 93.9% | 68.3%+25.7pp | 75.9%+18.1pp | 69.3%+24.6pp |
| Annual return | 10.17% | 25.09%-14.9pp | 25.75%-15.6pp | 318.53%-308.4pp |
| Employer contribution / active EE | $809 | $2,735-70.4% | $3,722-78.3% | $2,565-68.5% |
| Participant deferral / active EE | $1,521 | $3,467-56.1% | $4,653-67.3% | $3,952-61.5% |
| Admin fee / account holder | $2,088 | $5,469-61.8% | $6,752-69.1% | $6,260-66.6% |