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 | $28,671 | $86,929-67.0% | $102,423-72.0% | $80,856-64.5% |
| Participation rate | 83.3% | 72.4%+11.0pp | 76.5%+6.8pp | 67.6%+15.7pp |
| Annual return | 10.29% | 18.88%-8.6pp | 29.32%-19.0pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,360 | $2,369-42.6% | $3,023-55.0% | $2,755-50.6% |
| Participant deferral / active EE | $4,209 | $4,118+2.2% | $5,053-16.7% | $4,296-2.0% |
| Admin fee / account holder | $2,834 | $8,049-64.8% | $9,451-70.0% | $6,918-59.0% |