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 | $7,539 | $127,065-94.1% | $113,168-93.3% | $142,382-94.7% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 3.34% | 24.03%-20.7pp | 24.27%-20.9pp | 217.08%-213.7pp |
| Employer contribution / active EE | $2,265 | $3,442-34.2% | $2,975-23.9% | $4,299-47.3% |
| Participant deferral / active EE | $2,615 | $5,716-54.3% | $5,107-48.8% | $6,507-59.8% |
| Admin fee / account holder | $11,214 | $15,736-28.7% | $12,068-7.1% | $12,624-11.2% |