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 8-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 | $18,566 | $214,378-91.3% | $200,582-90.7% | $142,382-87.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 4.24% | 46.41%-42.2pp | 42.33%-38.1pp | 217.08%-212.8pp |
| Employer contribution / active EE | $2,022 | $6,841-70.4% | $6,419-68.5% | $4,299-53.0% |
| Participant deferral / active EE | $3,053 | $9,865-69.1% | $9,331-67.3% | $6,507-53.1% |
| Admin fee / account holder | $89,370 | $17,692+405.1% | $16,305+448.1% | $12,624+608.0% |