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 4-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 | $19,312 | $95,803-79.8% | $113,168-82.9% | $84,808-77.2% |
| Participation rate | 72.9% | 72.9%0pp | 76.6%-3.7pp | 68.3%+4.6pp |
| Annual return | 9.29% | 25.00%-15.7pp | 24.27%-15.0pp | 40.90%-31.6pp |
| Employer contribution / active EE | $2,164 | $2,360-8.3% | $2,975-27.3% | $2,631-17.7% |
| Participant deferral / active EE | $4,065 | $4,242-4.2% | $5,107-20.4% | $4,212-3.5% |
| Admin fee / account holder | $9,568 | $8,989+6.4% | $12,068-20.7% | $7,344+30.3% |