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 | $19,567 | $78,422-75.0% | $95,952-79.6% | $79,858-75.5% |
| Participation rate | 94.7% | 73.5%+21.3pp | 77.1%+17.7pp | 69.6%+25.1pp |
| Annual return | 9.66% | 19.37%-9.7pp | 91.61%-82.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $3,774 | $1,945+94.0% | $2,541+48.5% | $2,471+52.7% |
| Participant deferral / active EE | $2,693 | $3,440-21.7% | $4,167-35.4% | $3,740-28.0% |
| Admin fee / account holder | $6,511 | $5,622+15.8% | $6,795-4.2% | $5,306+22.7% |