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 9-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 | $7,607 | $105,859-92.8% | $90,160-91.6% | $147,584-94.8% |
| Participation rate | 77.8% | 79.7%-2.0pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 8.43% | 37.63%-29.2pp | 34.88%-26.5pp | 578.55%-570.1pp |
| Employer contribution / active EE | $763 | $4,126-81.5% | $3,318-77.0% | $4,876-84.4% |
| Participant deferral / active EE | $4,900 | $5,733-14.5% | $5,288-7.3% | $5,439-9.9% |
| Admin fee / account holder | $512 | $8,046-93.6% | $5,943-91.4% | $10,885-95.3% |