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 9-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 | $12,933 | $89,753-85.6% | $107,525-88.0% | $84,808-84.8% |
| Participation rate | 86.7% | 68.1%+18.6pp | 75.1%+11.6pp | 68.3%+18.4pp |
| Annual return | 12.45% | 29.48%-17.0pp | 181.32%-168.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,458 | $3,113-53.2% | $3,754-61.2% | $2,631-44.6% |
| Participant deferral / active EE | $2,034 | $4,056-49.9% | $5,116-60.2% | $4,212-51.7% |
| Admin fee / account holder | $7,375 | $7,222+2.1% | $8,919-17.3% | $7,344+0.4% |