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 | $22,914 | $238,490-90.4% | $180,183-87.3% | $142,382-83.9% |
| Participation rate | 83.3% | 82.3%+1.1pp | 77.4%+5.9pp | 80.1%+3.2pp |
| Annual return | 9.25% | 33.56%-24.3pp | 27.86%-18.6pp | 217.08%-207.8pp |
| Employer contribution / active EE | $3,162 | $6,143-48.5% | $5,039-37.2% | $4,299-26.4% |
| Participant deferral / active EE | $3,916 | $7,996-51.0% | $6,822-42.6% | $6,507-39.8% |
| Admin fee / account holder | $27,675 | $28,866-4.1% | $19,975+38.5% | $12,624+119.2% |