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 | $20,296 | $137,414-85.2% | $189,513-89.3% | $85,850-76.4% |
| Participation rate | 80.6% | 84.6%-4.1pp | 87.8%-7.3pp | 69.3%+11.2pp |
| Annual return | 9.64% | 38.14%-28.5pp | 555.15%-545.5pp | 318.53%-308.9pp |
| Employer contribution / active EE | $1,633 | $4,344-62.4% | $6,162-73.5% | $2,565-36.3% |
| Participant deferral / active EE | $3,124 | $6,260-50.1% | $8,221-62.0% | $3,952-20.9% |
| Admin fee / account holder | $1,938 | $8,630-77.5% | $12,045-83.9% | $6,260-69.0% |