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 5-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 | $9,332 | $109,881-91.5% | $150,045-93.8% | $84,808-89.0% |
| Participation rate | 91.7% | 76.1%+15.6pp | 82.3%+9.3pp | 68.3%+23.4pp |
| Annual return | 12.31% | 28.25%-15.9pp | 62.55%-50.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,202 | $3,561-66.3% | $4,693-74.4% | $2,631-54.3% |
| Participant deferral / active EE | $4,607 | $6,636-30.6% | $7,997-42.4% | $4,212+9.4% |
| Admin fee / account holder | $6,730 | $8,568-21.5% | $13,435-49.9% | $7,344-8.4% |