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 7-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 | $12,283 | $115,770-89.4% | $101,248-87.9% | $158,922-92.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 2.41% | 56.14%-53.7pp | 46.47%-44.1pp | 302.83%-300.4pp |
| Employer contribution / active EE | $2,245 | $4,175-46.2% | $3,660-38.7% | $4,761-52.9% |
| Participant deferral / active EE | $5,265 | $4,957+6.2% | $4,370+20.5% | $5,982-12.0% |
| Admin fee / account holder | $22,739 | $7,245+213.9% | $5,945+282.5% | $11,246+102.2% |