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 | $27,490 | $202,318-86.4% | $172,739-84.1% | $152,861-82.0% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 7.24% | 1029.65%-1022.4pp | 802.84%-795.6pp | 345.32%-338.1pp |
| Employer contribution / active EE | $2,116 | $5,856-63.9% | $5,143-58.9% | $4,762-55.6% |
| Participant deferral / active EE | $2,763 | $5,948-53.5% | $5,198-46.8% | $5,850-52.8% |
| Admin fee / account holder | $1,376 | $17,109-92.0% | $13,954-90.1% | $11,596-88.1% |