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 | $26,942 | $101,724-73.5% | $164,813-83.7% | $80,856-66.7% |
| Participation rate | 70.7% | 71.8%-1.1pp | 78.6%-7.9pp | 67.6%+3.1pp |
| Annual return | 10.41% | 16.72%-6.3pp | 69.93%-59.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,759 | $2,953-6.6% | $4,341-36.4% | $2,755+0.2% |
| Participant deferral / active EE | $5,149 | $4,477+15.0% | $6,031-14.6% | $4,296+19.9% |
| Admin fee / account holder | $2,175 | $8,227-73.6% | $12,690-82.9% | $6,918-68.6% |