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 | $16,891 | $81,460-79.3% | $103,333-83.7% | $80,856-79.1% |
| Participation rate | 88.4% | 66.8%+21.5pp | 74.5%+13.9pp | 67.6%+20.7pp |
| Annual return | 9.09% | 25.55%-16.5pp | 24.88%-15.8pp | 35.59%-26.5pp |
| Employer contribution / active EE | $2,979 | $3,105-4.1% | $3,868-23.0% | $2,755+8.1% |
| Participant deferral / active EE | $1,851 | $3,869-52.2% | $5,057-63.4% | $4,296-56.9% |
| Admin fee / account holder | $2,924 | $6,566-55.5% | $8,355-65.0% | $6,918-57.7% |