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 | $17,820 | $226,064-92.1% | $182,532-90.2% | $152,861-88.3% |
| Participation rate | 81.0% | 82.5%-1.5pp | 78.0%+3.0pp | 82.4%-1.5pp |
| Annual return | 6.14% | 192.51%-186.4pp | 148.54%-142.4pp | 345.32%-339.2pp |
| Employer contribution / active EE | $779 | $4,978-84.4% | $4,076-80.9% | $4,762-83.7% |
| Participant deferral / active EE | $2,032 | $6,368-68.1% | $5,524-63.2% | $5,850-65.3% |
| Admin fee / account holder | $387 | $10,703-96.4% | $8,592-95.5% | $11,596-96.7% |