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 | $19,121 | $165,912-88.5% | $122,332-84.4% | $147,584-87.0% |
| Participation rate | 95.8% | 79.6%+16.3pp | 71.6%+24.2pp | 82.8%+13.0pp |
| Annual return | 6.92% | 34.55%-27.6pp | 30.27%-23.4pp | 578.55%-571.6pp |
| Employer contribution / active EE | $2,711 | $5,754-52.9% | $4,050-33.1% | $4,876-44.4% |
| Participant deferral / active EE | $1,275 | $4,005-68.2% | $3,287-61.2% | $5,439-76.6% |
| Admin fee / account holder | $1,633 | $7,424-78.0% | $5,478-70.2% | $10,885-85.0% |