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 | $16,791 | $179,726-90.7% | $156,263-89.3% | $142,382-88.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 6.48% | 77.86%-71.4pp | 59.47%-53.0pp | 217.08%-210.6pp |
| Employer contribution / active EE | $6,814 | $5,069+34.4% | $4,333+57.2% | $4,299+58.5% |
| Participant deferral / active EE | $3,787 | $6,956-45.6% | $6,158-38.5% | $6,507-41.8% |
| Admin fee / account holder | $1,986 | $17,272-88.5% | $14,255-86.1% | $12,624-84.3% |