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 | $5,241 | $114,381-95.4% | $107,525-95.1% | $142,382-96.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 9.46% | 242.71%-233.2pp | 181.32%-171.9pp | 217.08%-207.6pp |
| Employer contribution / active EE | $1,928 | $4,015-52.0% | $3,754-48.6% | $4,299-55.1% |
| Participant deferral / active EE | $2,388 | $5,564-57.1% | $5,116-53.3% | $6,507-63.3% |
| Admin fee / account holder | $505 | $9,860-94.9% | $8,919-94.3% | $12,624-96.0% |