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 | $23,513 | $81,208-71.0% | $98,907-76.2% | $79,858-70.6% |
| Participation rate | 98.3% | 72.5%+25.8pp | 76.0%+22.3pp | 69.6%+28.7pp |
| Annual return | 6.61% | 60.99%-54.4pp | 196.43%-189.8pp | 31.71%-25.1pp |
| Employer contribution / active EE | $1,077 | $1,960-45.1% | $2,689-60.0% | $2,471-56.4% |
| Participant deferral / active EE | $1,545 | $3,265-52.7% | $4,244-63.6% | $3,740-58.7% |
| Admin fee / account holder | $2,620 | $6,013-56.4% | $6,642-60.6% | $5,306-50.6% |