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 10-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 | $31,528 | $198,466-84.1% | $170,442-81.5% | $147,584-78.6% |
| Participation rate | 78.3% | 88.0%-9.7pp | 83.6%-5.3pp | 82.8%-4.6pp |
| Annual return | 8.82% | 257.29%-248.5pp | 205.93%-197.1pp | 578.55%-569.7pp |
| Employer contribution / active EE | $1,350 | $6,184-78.2% | $5,433-75.1% | $4,876-72.3% |
| Participant deferral / active EE | $2,703 | $5,629-52.0% | $4,939-45.3% | $5,439-50.3% |
| Admin fee / account holder | $510 | $16,852-97.0% | $13,880-96.3% | $10,885-95.3% |