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 8-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 | $16,039 | $93,571-82.9% | $135,903-88.2% | $75,163-78.7% |
| Participation rate | 94.6% | 75.2%+19.4pp | 81.9%+12.7pp | 67.2%+27.4pp |
| Annual return | 13.07% | 30.90%-17.8pp | 68.23%-55.2pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,267 | $3,537-64.2% | $4,856-73.9% | $2,670-52.6% |
| Participant deferral / active EE | $3,310 | $6,404-48.3% | $7,758-57.3% | $4,125-19.8% |
| Admin fee / account holder | $724 | $6,975-89.6% | $10,762-93.3% | $5,651-87.2% |