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 | $9,849 | $77,503-87.3% | $100,391-90.2% | $80,856-87.8% |
| Participation rate | 84.6% | 76.9%+7.7pp | 81.5%+3.1pp | 67.6%+17.0pp |
| Annual return | 8.65% | 37.20%-28.6pp | 49.20%-40.6pp | 35.59%-26.9pp |
| Employer contribution / active EE | $2,931 | $2,801+4.7% | $3,942-25.6% | $2,755+6.4% |
| Participant deferral / active EE | $5,604 | $6,820-17.8% | $8,082-30.7% | $4,296+30.4% |
| Admin fee / account holder | $8,649 | $5,897+46.7% | $7,899+9.5% | $6,918+25.0% |