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 3-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 | $8,349 | $110,257-92.4% | $96,544-91.4% | $139,434-94.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 2.88% | 26.32%-23.4pp | 25.84%-23.0pp | 372.94%-370.1pp |
| Employer contribution / active EE | $1,724 | $3,620-52.4% | $2,965-41.9% | $4,751-63.7% |
| Participant deferral / active EE | $4,827 | $5,548-13.0% | $4,851-0.5% | $6,710-28.1% |
| Admin fee / account holder | $389 | $11,591-96.6% | $8,252-95.3% | $11,403-96.6% |