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 | $5,148 | $106,515-95.2% | $96,683-94.7% | $139,434-96.3% |
| Participation rate | 78.6% | 77.8%+0.7pp | 74.3%+4.2pp | 80.3%-1.7pp |
| Annual return | 8.68% | 38.43%-29.7pp | 35.69%-27.0pp | 372.94%-364.3pp |
| Employer contribution / active EE | $3,052 | $4,103-25.6% | $3,737-18.3% | $4,751-35.8% |
| Participant deferral / active EE | $5,211 | $5,454-4.5% | $4,878+6.8% | $6,710-22.3% |
| Admin fee / account holder | $11,227 | $7,877+42.5% | $6,730+66.8% | $11,403-1.5% |