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 10-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 | $25,505 | $202,318-87.4% | $172,739-85.2% | $152,861-83.3% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 5.98% | 1029.65%-1023.7pp | 802.84%-796.9pp | 345.32%-339.3pp |
| Employer contribution / active EE | $1,594 | $5,856-72.8% | $5,143-69.0% | $4,762-66.5% |
| Participant deferral / active EE | $7,573 | $5,948+27.3% | $5,198+45.7% | $5,850+29.4% |
| Admin fee / account holder | $12,433 | $17,109-27.3% | $13,954-10.9% | $11,596+7.2% |