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 6-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 | $21,003 | $87,013-75.9% | $106,213-80.2% | $80,856-74.0% |
| Participation rate | 93.5% | 70.4%+23.1pp | 75.3%+18.3pp | 67.6%+25.9pp |
| Annual return | 5.40% | 17.05%-11.6pp | 116.14%-110.7pp | 35.59%-30.2pp |
| Employer contribution / active EE | $2,613 | $2,395+9.1% | $3,171-17.6% | $2,755-5.2% |
| Participant deferral / active EE | $6,305 | $3,986+58.2% | $5,016+25.7% | $4,296+46.8% |
| Admin fee / account holder | $322 | $8,431-96.2% | $11,033-97.1% | $6,918-95.3% |