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 8-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 | $18,801 | $176,056-89.3% | $159,436-88.2% | $167,490-88.8% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 7.63% | 331.75%-324.1pp | 263.57%-255.9pp | 478.56%-470.9pp |
| Employer contribution / active EE | $3,556 | $5,297-32.9% | $4,829-26.4% | $4,837-26.5% |
| Participant deferral / active EE | $4,758 | $7,750-38.6% | $7,352-35.3% | $6,341-25.0% |
| Admin fee / account holder | $9,768 | $12,554-22.2% | $10,799-9.5% | $12,309-20.6% |