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 | $27,382 | $78,422-65.1% | $95,952-71.5% | $79,858-65.7% |
| Participation rate | 76.0% | 73.5%+2.5pp | 77.1%-1.1pp | 69.6%+6.4pp |
| Annual return | 7.47% | 19.37%-11.9pp | 91.61%-84.1pp | 31.71%-24.2pp |
| Employer contribution / active EE | $1,107 | $1,945-43.1% | $2,541-56.4% | $2,471-55.2% |
| Participant deferral / active EE | $2,615 | $3,440-24.0% | $4,167-37.2% | $3,740-30.1% |
| Admin fee / account holder | $842 | $5,622-85.0% | $6,795-87.6% | $5,306-84.1% |