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 | $16,942 | $176,812-90.4% | $146,665-88.4% | $167,490-89.9% |
| Participation rate | 91.7% | 83.6%+8.1pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 4.30% | 24.03%-19.7pp | 22.74%-18.4pp | 478.56%-474.3pp |
| Employer contribution / active EE | $2,026 | $5,160-60.7% | $4,136-51.0% | $4,837-58.1% |
| Participant deferral / active EE | $6,661 | $6,440+3.4% | $5,506+21.0% | $6,341+5.0% |
| Admin fee / account holder | $479 | $13,259-96.4% | $10,280-95.3% | $12,309-96.1% |