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 | $19,766 | $81,208-75.7% | $98,907-80.0% | $79,858-75.2% |
| Participation rate | 71.7% | 72.5%-0.8pp | 76.0%-4.3pp | 69.6%+2.1pp |
| Annual return | 7.30% | 60.99%-53.7pp | 196.43%-189.1pp | 31.71%-24.4pp |
| Employer contribution / active EE | $1,157 | $1,960-40.9% | $2,689-57.0% | $2,471-53.2% |
| Participant deferral / active EE | $1,766 | $3,265-45.9% | $4,244-58.4% | $3,740-52.8% |
| Admin fee / account holder | $7,228 | $6,013+20.2% | $6,642+8.8% | $5,306+36.2% |