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 | $18,545 | $209,411-91.1% | $178,490-89.6% | $158,922-88.3% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 5.44% | 188.75%-183.3pp | 151.07%-145.6pp | 302.83%-297.4pp |
| Employer contribution / active EE | $1,675 | $5,706-70.6% | $5,011-66.6% | $4,761-64.8% |
| Participant deferral / active EE | $5,591 | $5,954-6.1% | $5,202+7.5% | $5,982-6.5% |
| Admin fee / account holder | $1,248 | $17,074-92.7% | $13,984-91.1% | $11,246-88.9% |