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 | $6,619 | $78,103-91.5% | $289,028-97.7% | $116,875-94.3% |
| Participation rate | 70.4% | 69.5%+0.9pp | 78.0%-7.6pp | 74.5%-4.2pp |
| Annual return | 10.32% | 15.26%-4.9pp | 243.94%-233.6pp | 16.29%-6.0pp |
| Employer contribution / active EE | $677 | $2,718-75.1% | $6,326-89.3% | $3,288-79.4% |
| Participant deferral / active EE | $1,542 | $2,921-47.2% | $4,804-67.9% | $3,885-60.3% |
| Admin fee / account holder | $5,642 | $8,683-35.0% | $14,050-59.8% | $12,263-54.0% |