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 | $23,614 | $198,466-88.1% | $170,442-86.1% | $147,584-84.0% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 8.72% | 257.29%-248.6pp | 205.93%-197.2pp | 578.55%-569.8pp |
| Employer contribution / active EE | $2,666 | $6,184-56.9% | $5,433-50.9% | $4,876-45.3% |
| Participant deferral / active EE | $3,090 | $5,629-45.1% | $4,939-37.4% | $5,439-43.2% |
| Admin fee / account holder | $23,266 | $16,852+38.1% | $13,880+67.6% | $10,885+113.7% |