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 6-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 | $14,249 | $117,841-87.9% | $102,423-86.1% | $145,922-90.2% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 6.79% | 31.65%-24.9pp | 29.32%-22.5pp | 561.29%-554.5pp |
| Employer contribution / active EE | $2,621 | $3,615-27.5% | $3,023-13.3% | $4,660-43.7% |
| Participant deferral / active EE | $4,544 | $5,731-20.7% | $5,053-10.1% | $6,688-32.1% |
| Admin fee / account holder | $9,764 | $13,326-26.7% | $9,451+3.3% | $13,397-27.1% |