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 | $15,871 | $105,181-84.9% | $159,436-90.0% | $85,850-81.5% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.8%+5.2pp | 69.3%+18.7pp |
| Annual return | 6.44% | 45.07%-38.6pp | 263.57%-257.1pp | 318.53%-312.1pp |
| Employer contribution / active EE | $1,329 | $3,318-59.9% | $4,829-72.5% | $2,565-48.2% |
| Participant deferral / active EE | $4,184 | $5,945-29.6% | $7,352-43.1% | $3,952+5.9% |
| Admin fee / account holder | $2,138 | $6,933-69.2% | $10,799-80.2% | $6,260-65.8% |