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 | $12,740 | $58,512-78.2% | $84,015-84.8% | $72,985-82.5% |
| Participation rate | 96.3% | 61.2%+35.1pp | 69.0%+27.3pp | 69.5%+26.8pp |
| Annual return | 1.22% | 28.93%-27.7pp | 71.31%-70.1pp | 81.00%-79.8pp |
| Employer contribution / active EE | $5,189 | $1,163+346.2% | $1,983+161.6% | $2,440+112.7% |
| Participant deferral / active EE | $2,260 | $2,394-5.6% | $3,239-30.2% | $3,607-37.3% |
| Admin fee / account holder | $3,650 | $4,569-20.1% | $6,101-40.2% | $5,124-28.8% |