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 | $15,580 | $178,174-91.3% | $156,181-90.0% | $137,256-88.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 9.65% | 84.19%-74.5pp | 64.87%-55.2pp | 220.34%-210.7pp |
| Employer contribution / active EE | $2,354 | $4,972-52.7% | $4,294-45.2% | $4,156-43.4% |
| Participant deferral / active EE | $2,762 | $6,888-59.9% | $6,132-55.0% | $6,407-56.9% |
| Admin fee / account holder | $16,873 | $17,404-3.1% | $14,586+15.7% | $12,270+37.5% |