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 | $14,978 | $198,466-92.5% | $170,442-91.2% | $147,584-89.9% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 4.13% | 257.29%-253.2pp | 205.93%-201.8pp | 578.55%-574.4pp |
| Employer contribution / active EE | $2,119 | $6,184-65.7% | $5,433-61.0% | $4,876-56.5% |
| Participant deferral / active EE | $4,715 | $5,629-16.2% | $4,939-4.5% | $5,439-13.3% |
| Admin fee / account holder | $11,168 | $16,852-33.7% | $13,880-19.5% | $10,885+2.6% |