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 5-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 | $10,603 | $183,519-94.2% | $155,509-93.2% | $145,922-92.7% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 6.22% | 61.17%-54.9pp | 64.67%-58.4pp | 561.29%-555.1pp |
| Employer contribution / active EE | $1,329 | $5,313-75.0% | $4,672-71.6% | $4,660-71.5% |
| Participant deferral / active EE | $3,447 | $6,462-46.7% | $5,626-38.7% | $6,688-48.5% |
| Admin fee / account holder | $7,298 | $19,313-62.2% | $15,912-54.1% | $13,397-45.5% |