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 10-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 | $12,049 | $148,534-91.9% | $135,903-91.1% | $139,434-91.4% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.5pp | 80.3%+6.0pp |
| Annual return | 8.70% | 79.19%-70.5pp | 68.23%-59.5pp | 372.94%-364.2pp |
| Employer contribution / active EE | $1,347 | $5,243-74.3% | $4,856-72.3% | $4,751-71.6% |
| Participant deferral / active EE | $3,678 | $8,100-54.6% | $7,758-52.6% | $6,710-45.2% |
| Admin fee / account holder | $6,285 | $12,400-49.3% | $10,762-41.6% | $11,403-44.9% |