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 3-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 | $9,858 | $124,425-92.1% | $112,040-91.2% | $137,256-92.8% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 9.31% | 24.72%-15.4pp | 24.52%-15.2pp | 220.34%-211.0pp |
| Employer contribution / active EE | $1,434 | $3,411-58.0% | $2,954-51.5% | $4,156-65.5% |
| Participant deferral / active EE | $3,536 | $5,718-38.2% | $5,098-30.6% | $6,407-44.8% |
| Admin fee / account holder | $385 | $15,207-97.5% | $12,098-96.8% | $12,270-96.9% |