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 | $13,611 | $69,515-80.4% | $86,874-84.3% | $85,850-84.1% |
| Participation rate | 88.9% | 66.3%+22.6pp | 71.6%+17.3pp | 69.3%+19.6pp |
| Annual return | 8.47% | 20.12%-11.7pp | 63.52%-55.1pp | 318.53%-310.1pp |
| Employer contribution / active EE | $1,289 | $1,880-31.5% | $2,495-48.4% | $2,565-49.8% |
| Participant deferral / active EE | $3,257 | $2,919+11.6% | $3,699-12.0% | $3,952-17.6% |
| Admin fee / account holder | $3,360 | $5,972-43.7% | $5,828-42.3% | $6,260-46.3% |