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 10-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 | $28,143 | $202,318-86.1% | $172,739-83.7% | $152,861-81.6% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 5.71% | 1029.65%-1023.9pp | 802.84%-797.1pp | 345.32%-339.6pp |
| Employer contribution / active EE | $1,820 | $5,856-68.9% | $5,143-64.6% | $4,762-61.8% |
| Participant deferral / active EE | $2,870 | $5,948-51.8% | $5,198-44.8% | $5,850-50.9% |
| Admin fee / account holder | $1,258 | $17,109-92.6% | $13,954-91.0% | $11,596-89.2% |