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 9-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 | $30,288 | $198,466-84.7% | $170,442-82.2% | $147,584-79.5% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 5.02% | 257.29%-252.3pp | 205.93%-200.9pp | 578.55%-573.5pp |
| Employer contribution / active EE | $1,419 | $6,184-77.0% | $5,433-73.9% | $4,876-70.9% |
| Participant deferral / active EE | $3,205 | $5,629-43.1% | $4,939-35.1% | $5,439-41.1% |
| Admin fee / account holder | $13,506 | $16,852-19.9% | $13,880-2.7% | $10,885+24.1% |