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 | $8,866 | $106,584-91.7% | $101,326-91.3% | $142,382-93.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 10.01% | 36.93%-26.9pp | 36.82%-26.8pp | 217.08%-207.1pp |
| Employer contribution / active EE | $2,983 | $3,956-24.6% | $3,665-18.6% | $4,299-30.6% |
| Participant deferral / active EE | $3,618 | $8,297-56.4% | $7,994-54.7% | $6,507-44.4% |
| Admin fee / account holder | $9,635 | $11,446-15.8% | $11,185-13.9% | $12,624-23.7% |