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 8-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 | $10,756 | $93,571-88.5% | $135,903-92.1% | $75,163-85.7% |
| Participation rate | 76.3% | 75.2%+1.1pp | 81.9%-5.6pp | 67.2%+9.1pp |
| Annual return | 11.77% | 30.90%-19.1pp | 68.23%-56.5pp | 160.62%-148.8pp |
| Employer contribution / active EE | $1,991 | $3,537-43.7% | $4,856-59.0% | $2,670-25.4% |
| Participant deferral / active EE | $3,835 | $6,404-40.1% | $7,758-50.6% | $4,125-7.0% |
| Admin fee / account holder | $11,732 | $6,975+68.2% | $10,762+9.0% | $5,651+107.6% |