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 | $16,953 | $157,256-89.2% | $141,162-88.0% | $152,861-88.9% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 14.03% | 64.32%-50.3pp | 71.39%-57.4pp | 345.32%-331.3pp |
| Employer contribution / active EE | $1,740 | $5,261-66.9% | $4,735-63.3% | $4,762-63.5% |
| Participant deferral / active EE | $5,051 | $7,109-29.0% | $6,709-24.7% | $5,850-13.7% |
| Admin fee / account holder | $20,139 | $12,120+66.2% | $10,261+96.3% | $11,596+73.7% |