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 | $5,015 | $60,349-91.7% | $74,183-93.2% | $62,891-92.0% |
| Participation rate | 80.8% | 72.7%+8.0pp | 76.6%+4.2pp | 69.3%+11.5pp |
| Annual return | 4.47% | 21.37%-16.9pp | 17.74%-13.3pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,179 | $1,680-29.8% | $2,370-50.2% | $2,281-48.3% |
| Participant deferral / active EE | $1,803 | $2,856-36.9% | $3,550-49.2% | $3,203-43.7% |
| Admin fee / account holder | $344 | $4,261-91.9% | $5,586-93.8% | $4,296-92.0% |