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 | $23,115 | $78,422-70.5% | $95,952-75.9% | $79,858-71.1% |
| Participation rate | 96.2% | 73.5%+22.7pp | 77.1%+19.1pp | 69.6%+26.5pp |
| Annual return | 9.90% | 19.37%-9.5pp | 91.61%-81.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $950 | $1,945-51.2% | $2,541-62.6% | $2,471-61.5% |
| Participant deferral / active EE | $1,589 | $3,440-53.8% | $4,167-61.9% | $3,740-57.5% |
| Admin fee / account holder | $3,014 | $5,622-46.4% | $6,795-55.6% | $5,306-43.2% |