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 | $16,587 | $209,411-92.1% | $178,490-90.7% | $158,922-89.6% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 2.27% | 188.75%-186.5pp | 151.07%-148.8pp | 302.83%-300.6pp |
| Employer contribution / active EE | $1,512 | $5,706-73.5% | $5,011-69.8% | $4,761-68.2% |
| Participant deferral / active EE | $2,991 | $5,954-49.8% | $5,202-42.5% | $5,982-50.0% |
| Admin fee / account holder | $4,503 | $17,074-73.6% | $13,984-67.8% | $11,246-60.0% |