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 | $10,566 | $177,572-94.0% | $154,803-93.2% | $142,382-92.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 8.68% | 65.07%-56.4pp | 58.88%-50.2pp | 217.08%-208.4pp |
| Employer contribution / active EE | $2,207 | $4,810-54.1% | $4,305-48.7% | $4,299-48.7% |
| Participant deferral / active EE | $4,838 | $6,272-22.9% | $5,540-12.7% | $6,507-25.7% |
| Admin fee / account holder | $14,772 | $16,786-12.0% | $14,329+3.1% | $12,624+17.0% |