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 4-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 | $9,008 | $172,111-94.8% | $150,298-94.0% | $137,256-93.4% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 4.72% | 69.37%-64.6pp | 62.79%-58.1pp | 220.34%-215.6pp |
| Employer contribution / active EE | $1,372 | $4,636-70.4% | $4,154-67.0% | $4,156-67.0% |
| Participant deferral / active EE | $2,814 | $6,166-54.4% | $5,453-48.4% | $6,407-56.1% |
| Admin fee / account holder | $24,076 | $16,471+46.2% | $14,116+70.6% | $12,270+96.2% |