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 | $9,010 | $98,750-90.9% | $149,696-94.0% | $79,858-88.7% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.5%-1.0pp | 69.6%+11.8pp |
| Annual return | 7.38% | 27.43%-20.0pp | 276.60%-269.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,177 | $3,216-63.4% | $4,644-74.7% | $2,471-52.4% |
| Participant deferral / active EE | $4,150 | $5,680-26.9% | $6,842-39.3% | $3,740+11.0% |
| Admin fee / account holder | $1,679 | $6,053-72.3% | $9,309-82.0% | $5,306-68.4% |