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 | $7,786 | $81,248-90.4% | $155,509-95.0% | $80,856-90.4% |
| Participation rate | 88.6% | 66.2%+22.4pp | 78.2%+10.5pp | 67.6%+21.0pp |
| Annual return | 8.00% | 33.31%-25.3pp | 64.67%-56.7pp | 35.59%-27.6pp |
| Employer contribution / active EE | $1,031 | $3,100-66.7% | $4,672-77.9% | $2,755-62.6% |
| Participant deferral / active EE | $1,634 | $3,452-52.7% | $5,626-71.0% | $4,296-62.0% |
| Admin fee / account holder | $545 | $7,997-93.2% | $15,912-96.6% | $6,918-92.1% |