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 | $30,861 | $153,772-79.9% | $133,980-77.0% | $273,961-88.7% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 0.58% | 36.51%-35.9pp | 29.30%-28.7pp | 41.45%-40.9pp |
| Employer contribution / active EE | $1,530 | $6,029-74.6% | $5,211-70.6% | $4,869-68.6% |
| Participant deferral / active EE | $6,099 | $6,958-12.3% | $6,282-2.9% | $5,287+15.4% |
| Admin fee / account holder | $22,755 | $11,765+93.4% | $9,324+144.0% | $10,132+124.6% |