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 | $14,065 | $165,984-91.5% | $164,813-91.5% | $145,922-90.4% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 4.11% | 100.03%-95.9pp | 69.93%-65.8pp | 561.29%-557.2pp |
| Employer contribution / active EE | $4,129 | $5,273-21.7% | $4,341-4.9% | $4,660-11.4% |
| Participant deferral / active EE | $5,491 | $6,959-21.1% | $6,031-9.0% | $6,688-17.9% |
| Admin fee / account holder | $10,865 | $16,648-34.7% | $12,690-14.4% | $13,397-18.9% |