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 | $29,408 | $109,359-73.1% | $162,163-81.9% | $72,985-59.7% |
| Participation rate | 90.9% | 84.3%+6.7pp | 87.6%+3.4pp | 69.5%+21.4pp |
| Annual return | 13.49% | 25.46%-12.0pp | 115.59%-102.1pp | 81.00%-67.5pp |
| Employer contribution / active EE | $2,105 | $3,907-46.1% | $5,614-62.5% | $2,440-13.7% |
| Participant deferral / active EE | $3,131 | $5,481-42.9% | $7,298-57.1% | $3,607-13.2% |
| Admin fee / account holder | $1,005 | $7,972-87.4% | $10,843-90.7% | $5,124-80.4% |