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 7-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 | $26,453 | $238,490-88.9% | $180,183-85.3% | $142,382-81.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 8.12% | 33.56%-25.4pp | 27.86%-19.7pp | 217.08%-209.0pp |
| Employer contribution / active EE | $2,831 | $6,143-53.9% | $5,039-43.8% | $4,299-34.1% |
| Participant deferral / active EE | $2,831 | $7,996-64.6% | $6,822-58.5% | $6,507-56.5% |
| Admin fee / account holder | $20,073 | $28,866-30.5% | $19,975+0.5% | $12,624+59.0% |