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 | $11,703 | $77,634-84.9% | $156,549-92.5% | $62,891-81.4% |
| Participation rate | 97.6% | 71.2%+26.4pp | 84.0%+13.6pp | 69.3%+28.3pp |
| Annual return | 1.88% | 50.32%-48.4pp | 32.23%-30.3pp | 20.14%-18.3pp |
| Employer contribution / active EE | $571 | $3,444-83.4% | $5,501-89.6% | $2,281-75.0% |
| Participant deferral / active EE | $1,469 | $3,045-51.8% | $4,871-69.8% | $3,203-54.1% |
| Admin fee / account holder | $1,027 | $5,561-81.5% | $13,027-92.1% | $4,296-76.1% |