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 | $28,838 | $202,318-85.7% | $172,739-83.3% | $152,861-81.1% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 4.45% | 1029.65%-1025.2pp | 802.84%-798.4pp | 345.32%-340.9pp |
| Employer contribution / active EE | $3,208 | $5,856-45.2% | $5,143-37.6% | $4,762-32.6% |
| Participant deferral / active EE | $7,231 | $5,948+21.6% | $5,198+39.1% | $5,850+23.6% |
| Admin fee / account holder | $2,150 | $17,109-87.4% | $13,954-84.6% | $11,596-81.5% |