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 | $16,876 | $135,952-87.6% | $123,892-86.4% | $273,961-93.8% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 3.10% | 56.63%-53.5pp | 47.52%-44.4pp | 41.45%-38.3pp |
| Employer contribution / active EE | $1,623 | $5,170-68.6% | $4,617-64.9% | $4,869-66.7% |
| Participant deferral / active EE | $3,615 | $6,343-43.0% | $5,984-39.6% | $5,287-31.6% |
| Admin fee / account holder | $380 | $9,817-96.1% | $8,357-95.4% | $10,132-96.2% |