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 | $8,215 | $124,319-93.4% | $111,297-92.6% | $167,490-95.1% |
| Participation rate | 71.4% | 79.6%-8.2pp | 77.3%-5.9pp | 82.1%-10.7pp |
| Annual return | 6.85% | 37.44%-30.6pp | 54.65%-47.8pp | 478.56%-471.7pp |
| Employer contribution / active EE | $933 | $3,435-72.9% | $2,731-65.9% | $4,837-80.7% |
| Participant deferral / active EE | $1,851 | $5,180-64.3% | $4,487-58.7% | $6,341-70.8% |
| Admin fee / account holder | $449 | $10,618-95.8% | $7,964-94.4% | $12,309-96.4% |