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 | $16,743 | $124,319-86.5% | $111,297-85.0% | $167,490-90.0% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 3.62% | 37.44%-33.8pp | 54.65%-51.0pp | 478.56%-474.9pp |
| Employer contribution / active EE | $1,426 | $3,435-58.5% | $2,731-47.8% | $4,837-70.5% |
| Participant deferral / active EE | $3,533 | $5,180-31.8% | $4,487-21.3% | $6,341-44.3% |
| Admin fee / account holder | $33,313 | $10,618+213.7% | $7,964+318.3% | $12,309+170.6% |