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 8-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 | $18,466 | $77,523-76.2% | $100,383-81.6% | $80,874-77.2% |
| Participation rate | 84.4% | 77.0%+7.4pp | 81.5%+2.9pp | 67.6%+16.7pp |
| Annual return | 11.73% | 37.21%-25.5pp | 49.26%-37.5pp | 35.62%-23.9pp |
| Employer contribution / active EE | $976 | $2,801-65.2% | $3,944-75.3% | $2,756-64.6% |
| Participant deferral / active EE | $4,804 | $6,822-29.6% | $8,086-40.6% | $4,297+11.8% |
| Admin fee / account holder | $8,957 | $5,899+51.8% | $7,900+13.4% | $6,935+29.1% |