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 9-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 | $17,915 | $70,475-74.6% | $100,516-82.2% | $79,858-77.6% |
| Participation rate | 95.9% | 73.7%+22.3pp | 79.4%+16.5pp | 69.6%+26.3pp |
| Annual return | 11.79% | 21.90%-10.1pp | 30.89%-19.1pp | 31.71%-19.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,634 | $5,181-29.9% | $6,270-42.0% | $3,740-2.8% |
| Admin fee / account holder | $492 | $4,478-89.0% | $8,081-93.9% | $5,306-90.7% |