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 7-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 | $19,217 | $93,571-79.5% | $135,903-85.9% | $75,163-74.4% |
| Participation rate | 89.2% | 75.2%+14.0pp | 81.9%+7.3pp | 67.2%+22.0pp |
| Annual return | 9.68% | 30.90%-21.2pp | 68.23%-58.6pp | 160.62%-150.9pp |
| Employer contribution / active EE | $1,564 | $3,537-55.8% | $4,856-67.8% | $2,670-41.4% |
| Participant deferral / active EE | $3,565 | $6,404-44.3% | $7,758-54.0% | $4,125-13.6% |
| Admin fee / account holder | $1,144 | $6,975-83.6% | $10,762-89.4% | $5,651-79.8% |