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 | $12,781 | $201,272-93.6% | $184,203-93.1% | $145,922-91.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 7.00% | 29.00%-22.0pp | 28.81%-21.8pp | 561.29%-554.3pp |
| Employer contribution / active EE | $1,918 | $7,022-72.7% | $6,427-70.2% | $4,660-58.8% |
| Participant deferral / active EE | $15,945 | $9,806+62.6% | $9,131+74.6% | $6,688+138.4% |
| Admin fee / account holder | $15,021 | $16,364-8.2% | $13,901+8.1% | $13,397+12.1% |