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 5-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 | $17,977 | $165,984-89.2% | $164,813-89.1% | $145,922-87.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 5.94% | 100.03%-94.1pp | 69.93%-64.0pp | 561.29%-555.3pp |
| Employer contribution / active EE | $1,547 | $5,273-70.7% | $4,341-64.4% | $4,660-66.8% |
| Participant deferral / active EE | $2,528 | $6,959-63.7% | $6,031-58.1% | $6,688-62.2% |
| Admin fee / account holder | $82,227 | $16,648+393.9% | $12,690+548.0% | $13,397+513.8% |